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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $243,000 | -1.6% | 2,297 | -1.5% | 0.00% | – |
| Q3 2015 | $247,000 | +0.4% | 2,331 | +0.2% | 0.00% | – |
| Q2 2015 | $246,000 | -2.0% | 2,327 | -1.8% | 0.00% | – |
| Q1 2015 | $251,000 | +0.4% | 2,369 | +0.2% | 0.00% | – |
| Q4 2014 | $250,000 | -2.3% | 2,364 | -1.9% | 0.00% | – |
| Q3 2014 | $256,000 | -1.2% | 2,410 | -1.2% | 0.00% | – |
| Q2 2014 | $259,000 | -3.0% | 2,439 | -2.8% | 0.00% | – |
| Q1 2014 | $267,000 | -4.0% | 2,509 | -4.0% | 0.00% | – |
| Q4 2013 | $278,000 | -8.9% | 2,613 | -9.1% | 0.00% | – |
| Q3 2013 | $305,000 | -12.1% | 2,874 | -12.8% | 0.00% | – |
| Q2 2013 | $347,000 | – | 3,294 | – | 0.00% | – |
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% |