ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 297 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,499,000 | +3.2% | 13,898 | +1.7% | 0.18% | -7.3% |
| Q1 2020 | $1,452,000 | -14.6% | 13,663 | -14.2% | 0.19% | +7.3% |
| Q4 2019 | $1,700,000 | +2.2% | 15,925 | +2.0% | 0.18% | -7.3% |
| Q3 2019 | $1,664,000 | -3.1% | 15,616 | -3.1% | 0.19% | +1.6% |
| Q2 2019 | $1,717,000 | +16.7% | 16,110 | +16.1% | 0.19% | +10.5% |
| Q1 2019 | $1,471,000 | +3.4% | 13,873 | +2.8% | 0.17% | -7.6% |
| Q4 2018 | $1,422,000 | – | 13,494 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Investment Group, Inc. | 536,675 | $55,959,000 | 17.74% |
| Horiko Capital Management LLC | 194,961 | $20,328,583 | 15.69% |
| DGS Capital Management, LLC | 197,076 | $20,549,113 | 13.44% |
| Windham Capital Management, LLC | 326,499 | $34,044,036 | 13.08% |
| Manhattan West Asset Management, LLC | 245,167 | $25,563,563 | 13.05% |
| WIT, LLC | 3,819 | $398,162,908 | 10.92% |
| Financial Council, LLC | 156,358 | $16,303,449 | 10.21% |
| Cardinal Strategic Wealth Guidance | 194,942 | $20,326,602 | 9.77% |
| Williams Financial, LLC | 82,511 | $8,603,392 | 7.47% |
| ANGELES WEALTH MANAGEMENT, LLC | 363,970 | $37,951,152 | 6.64% |