Syntegra Private Wealth Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 775 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Syntegra Private Wealth Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$215,595
-44.5%
2,096
-43.9%
0.03%
-42.4%
Q2 2023$388,485
-0.6%
3,7340.0%0.06%
-15.7%
Q1 2023$390,875
-9.4%
3,734
-9.7%
0.07%
-18.6%
Q4 2022$431,3654,1370.09%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Windham Capital Management, LLC 403,210$43,373,0009.06%
AUA CAPITAL MANAGEMENT, LLC 86,321$9,286,0005.88%
Williams Financial, LLC 52,981$5,699,0004.93%
New World Advisors LLC 96,638$10,386,0004.80%
Ellevest, Inc. 448,335$48,228,0004.69%
Vivaldi Capital Management LP 200,650$21,584,0004.68%
One Capital Management, LLC 500,153$53,801,0004.45%
Baron Financial Group, LLC 61,280$6,591,890,0004.00%
Meridian Wealth Partners, LLC 152,987$16,457,0003.56%
Relaxing Retirement Coach 38,666$4,159,0003.41%
View complete list of ISHARES TR shareholders