ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 113 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
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. | 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% |