ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 146 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $3,663,000 | +20.4% | 34,574 | +20.2% | 0.03% | +19.2% |
| Q2 2017 | $3,042,000 | +27.7% | 28,761 | +27.4% | 0.03% | +44.4% |
| Q1 2017 | $2,382,000 | +114.0% | 22,568 | +112.9% | 0.02% | +157.1% |
| Q4 2016 | $1,113,000 | +136.8% | 10,602 | +138.7% | 0.01% | +133.3% |
| Q3 2016 | $470,000 | -0.4% | 4,441 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $472,000 | +15.7% | 4,441 | +15.4% | 0.00% | +50.0% |
| Q1 2016 | $408,000 | – | 3,849 | – | 0.00% | – |
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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% |