ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 783 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $370,423 | -11.4% | 3,535 | -11.3% | 0.13% | -16.3% |
| Q1 2024 | $418,189 | -3.2% | 3,985 | -2.7% | 0.15% | -11.0% |
| Q4 2023 | $431,877 | -10.7% | 4,096 | -12.9% | 0.17% | -22.5% |
| Q3 2023 | $483,617 | -40.1% | 4,700 | -39.4% | 0.22% | -30.2% |
| Q2 2023 | $807,687 | +0.9% | 7,762 | +1.5% | 0.32% | -7.8% |
| Q1 2023 | $800,602 | +44.6% | 7,646 | +44.0% | 0.34% | +5.2% |
| Q4 2022 | $553,536 | – | 5,308 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Investment Group, Inc. | 485,752 | $50,873,000 | 10.47% |
| DGS Capital Management, LLC | 272,786 | $28,568,883 | 8.11% |
| Windham Capital Management, LLC | 84,825 | $8,883,772 | 6.99% |
| Life Planning Partners, Inc | 66,213 | $6,934,475 | 6.91% |
| WIT, LLC | 1,845 | $193,260,468 | 5.88% |
| BROWN WEALTH MANAGEMENT, LLC | 124,975 | $13,088,655 | 5.41% |
| ANGELES WEALTH MANAGEMENT, LLC | 512,989 | $53,725,316 | 5.37% |
| Clarus Group, Inc. | 63,106 | $6,609,042 | 4.63% |
| Bromfield Sneider Wealth Advisors | 71,000 | $7,435,805 | 4.60% |
| Salomon & Ludwin, LLC | 503,947 | $52,795,847 | 4.54% |