ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 181 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
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. | 536,675 | $55,959,000 | 17.74% |
| Horiko Capital Management LLC | 194,961 | $20,328,583 | 15.69% |
| DGS Capital Management, LLC | 197,076 | $20,549,113 | 13.44% |
| Windham Capital Management, LLC | 326,499 | $34,044,036 | 13.08% |
| Manhattan West Asset Management, LLC | 245,167 | $25,563,563 | 13.05% |
| WIT, LLC | 3,819 | $398,162,908 | 10.92% |
| Financial Council, LLC | 156,358 | $16,303,449 | 10.21% |
| Cardinal Strategic Wealth Guidance | 194,942 | $20,326,602 | 9.77% |
| Williams Financial, LLC | 82,511 | $8,603,392 | 7.47% |
| ANGELES WEALTH MANAGEMENT, LLC | 363,970 | $37,951,152 | 6.64% |