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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $191 | +83.7% | 1,827 | +82.7% | 0.02% | +50.0% |
| Q4 2022 | $104 | -100.0% | 1,000 | -51.9% | 0.01% | -52.4% |
| Q3 2022 | $214,000 | +15.1% | 2,080 | +16.8% | 0.02% | +16.7% |
| Q2 2022 | $186,000 | +6.9% | 1,781 | +7.3% | 0.02% | +28.6% |
| Q1 2022 | $174,000 | -2.2% | 1,660 | 0.0% | 0.01% | +7.7% |
| Q4 2021 | $178,000 | +25.4% | 1,660 | +24.6% | 0.01% | -40.9% |
| Q2 2019 | $142,000 | -89.3% | 1,332 | +844.7% | 0.02% | +175.0% |
| Q1 2019 | $1,332,000 | +133100.0% | 141 | +0.7% | 0.01% | +14.3% |
| Q4 2018 | $1,000 | -99.1% | 140 | +13900.0% | 0.01% | -65.0% |
| Q3 2018 | $113,000 | +10.8% | 1 | -99.9% | 0.02% | +42.9% |
| Q2 2018 | $102,000 | – | 972 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Investment Group, Inc. | 503,728 | $51,813,000 | 14.16% |
| Windham Capital Management, LLC | 262,724 | $27,023,768 | 10.87% |
| Horiko Capital Management LLC | 193,786 | $19,932,828 | 10.47% |
| WIT, LLC | 2,232 | $229,587,532 | 6.65% |
| ANGELES WEALTH MANAGEMENT, LLC | 417,638 | $42,958,245 | 6.07% |
| Raub Brock Capital Management LP | 291,345 | $29,967,747 | 5.96% |
| Bromfield Sneider Wealth Advisors | 66,437 | $6,833,674 | 5.15% |
| AUA CAPITAL MANAGEMENT, LLC | 64,702 | $6,655,248 | 4.81% |
| Salomon & Ludwin, LLC | 445,987 | $45,874,169 | 4.79% |
| Slow Capital, Inc. | 230,091 | $23,667,151 | 4.34% |