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 ↓ |
|---|---|---|---|
| Curbstone Financial Management Corp | 37,525 | $3,965,000 | 2.64% |
| Wunderlich Capital Managemnt | 17,377 | $1,836,000 | 1.78% |
| Pinnacle Wealth Management Advisory Group, LLC | 18,005 | $1,903,000 | 1.76% |
| One Capital Management, LLC | 54,721 | $5,782,000 | 1.66% |
| Destination Wealth Management | 172,317 | $18,209,000 | 1.20% |
| Cypress Capital Group | 40,180 | $4,246,000 | 0.98% |
| LaFleur & Godfrey LLC | 33,155 | $3,503,000 | 0.97% |
| Advisors Preferred, LLC | 15,520 | $1,640,000 | 0.92% |
| BOYS ARNOLD & CO INC | 35,013 | $3,700,000 | 0.72% |
| CAPE ANN SAVINGS BANK | 3,959 | $418,000 | 0.59% |