FMR 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
FMR LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$166,479
-50.1%
1,619
-49.5%
0.00%
Q2 2023$333,719
+44.5%
3,208
+45.4%
0.00%
Q1 2023$230,884
+310.1%
2,206
+308.5%
0.00%
Q4 2022$56,296
-38.8%
540
-39.7%
0.00%
Q3 2022$92,000
+16.5%
895
+17.9%
0.00%
Q2 2022$79,000
-82.0%
759
-81.9%
0.00%
Q1 2022$438,000
-4.8%
4,184
-2.4%
0.00%
Q4 2021$460,000
+4.1%
4,288
+4.4%
0.00%
Q3 2021$442,000
+28.1%
4,109
+28.5%
0.00%
Q2 2021$345,000
+97.1%
3,197
+96.5%
0.00%
Q1 2021$175,000
+44.6%
1,627
+45.8%
0.00%
Q4 2020$121,000
+0.8%
1,116
+0.2%
0.00%
Q3 2020$120,000
+2.6%
1,114
+2.4%
0.00%
Q2 2020$117,000
-22.0%
1,088
-23.2%
0.00%
Q1 2020$150,000
-43.2%
1,416
-42.7%
0.00%
Q4 2019$264,000
+14.3%
2,471
+13.8%
0.00%
Q3 2019$231,000
+24.9%
2,171
+24.7%
0.00%
Q2 2019$185,000
+27.6%
1,741
+27.5%
0.00%
Q1 2019$145,0001,365
+34025.0%
0.00%
Q4 2018$0
-100.0%
4
-91.3%
0.00%
Q3 2018$5,000460.00%
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