Farther Finance Advisors, 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
Farther Finance Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,436,062
+24.2%
13,961
+25.6%
0.22%
-11.1%
Q2 2023$1,156,635
+33.1%
11,117
+34.0%
0.25%
-0.4%
Q1 2023$868,673
-9.0%
8,298
-9.4%
0.25%
-31.4%
Q4 2022$954,5189,1540.37%
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