L. Roy Papp & Associates, LLP - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 728 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
L. Roy Papp & Associates, LLP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$478,299
-1.1%
4,6500.0%0.06%
+4.8%
Q2 2023$483,786
-0.6%
4,6500.0%0.06%
-6.1%
Q1 2023$486,762
+0.4%
4,6500.0%0.07%
-2.9%
Q4 2022$484,856
+1.6%
4,6500.0%0.07%
-5.6%
Q3 2022$477,0004,6500.07%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 536,675$55,959,00017.74%
Horiko Capital Management LLC 194,961$20,328,58315.69%
DGS Capital Management, LLC 197,076$20,549,11313.44%
Windham Capital Management, LLC 326,499$34,044,03613.08%
Manhattan West Asset Management, LLC 245,167$25,563,56313.05%
WIT, LLC 3,819$398,162,90810.92%
Financial Council, LLC 156,358$16,303,44910.21%
Cardinal Strategic Wealth Guidance 194,942$20,326,6029.77%
Williams Financial, LLC 82,511$8,603,3927.47%
ANGELES WEALTH MANAGEMENT, LLC 363,970$37,951,1526.64%
View complete list of ISHARES TR shareholders