ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 155 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $496,613 | -0.2% | 4,750 | 0.0% | 0.05% | 0.0% |
| Q1 2024 | $497,468 | -0.7% | 4,750 | 0.0% | 0.05% | -9.4% |
| Q4 2023 | $500,792 | +2.5% | 4,750 | 0.0% | 0.05% | -7.0% |
| Q3 2023 | $488,585 | -1.1% | 4,750 | 0.0% | 0.06% | +5.6% |
| Q2 2023 | $494,190 | -0.6% | 4,750 | 0.0% | 0.05% | -10.0% |
| Q1 2023 | $497,230 | +0.4% | 4,750 | 0.0% | 0.06% | -9.1% |
| Q4 2022 | $495,282 | +1.5% | 4,750 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $488,000 | -11.3% | 4,750 | -9.5% | 0.07% | -7.0% |
| Q2 2022 | $550,000 | -2.5% | 5,250 | 0.0% | 0.07% | +39.2% |
| Q1 2022 | $564,000 | 0.0% | 5,250 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $564,000 | -8.9% | 5,250 | -8.7% | 0.05% | -13.6% |
| Q3 2021 | $619,000 | -0.2% | 5,750 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $620,000 | 0.0% | 5,750 | 0.0% | 0.06% | -7.8% |
| Q1 2021 | $620,000 | -0.3% | 5,750 | 0.0% | 0.06% | -1.5% |
| Q4 2020 | $622,000 | 0.0% | 5,750 | 0.0% | 0.06% | -14.5% |
| Q3 2020 | $622,000 | +0.3% | 5,750 | 0.0% | 0.08% | -5.0% |
| Q2 2020 | $620,000 | +37.2% | 5,750 | +35.3% | 0.08% | +9.6% |
| Q1 2020 | $452,000 | -0.4% | 4,250 | 0.0% | 0.07% | +19.7% |
| Q4 2019 | $454,000 | +0.2% | 4,250 | 0.0% | 0.06% | -9.0% |
| Q3 2019 | $453,000 | 0.0% | 4,250 | 0.0% | 0.07% | 0.0% |
| Q2 2019 | $453,000 | +0.7% | 4,250 | 0.0% | 0.07% | -6.9% |
| Q1 2019 | $450,000 | +55.2% | 4,250 | +54.5% | 0.07% | +38.5% |
| Q4 2018 | $290,000 | +0.7% | 2,750 | 0.0% | 0.05% | +20.9% |
| Q3 2018 | $288,000 | -0.3% | 2,750 | 0.0% | 0.04% | -4.4% |
| Q2 2018 | $289,000 | -26.5% | 2,750 | -26.7% | 0.04% | -26.2% |
| Q1 2018 | $393,000 | 0.0% | 3,750 | 0.0% | 0.06% | -1.6% |
| Q4 2017 | $393,000 | -1.0% | 3,750 | 0.0% | 0.06% | -7.5% |
| Q3 2017 | $397,000 | 0.0% | 3,750 | 0.0% | 0.07% | -1.5% |
| Q2 2017 | $397,000 | +0.3% | 3,750 | 0.0% | 0.07% | -2.9% |
| Q1 2017 | $396,000 | +0.5% | 3,750 | 0.0% | 0.07% | -5.4% |
| Q4 2016 | $394,000 | -0.8% | 3,750 | 0.0% | 0.07% | -2.6% |
| Q3 2016 | $397,000 | -0.5% | 3,750 | 0.0% | 0.08% | 0.0% |
| Q2 2016 | $399,000 | +0.3% | 3,750 | 0.0% | 0.08% | 0.0% |
| Q1 2016 | $398,000 | +0.3% | 3,750 | 0.0% | 0.08% | -2.6% |
| Q4 2015 | $397,000 | – | 3,750 | – | 0.08% | – |
Download | ||||||
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% |