ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 711 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,230,622 | -11.5% | 21,686 | -10.5% | 0.30% | -8.0% |
Q2 2023 | $2,519,641 | +1.5% | 24,218 | +2.1% | 0.32% | +1.9% |
Q1 2023 | $2,481,963 | +95654.7% | 23,710 | -4.6% | 0.32% | -6.2% |
Q4 2022 | $2,592 | -99.8% | 24,858 | +104.7% | 0.34% | +94.8% |
Q3 2022 | $1,246,000 | -13.5% | 12,141 | -11.8% | 0.17% | -6.5% |
Q2 2022 | $1,441,000 | -20.0% | 13,769 | -20.0% | 0.19% | -7.5% |
Q1 2022 | $1,801,000 | +1.1% | 17,218 | +3.8% | 0.20% | +7.5% |
Q4 2021 | $1,781,000 | +0.6% | 16,585 | +0.8% | 0.19% | -5.6% |
Q3 2021 | $1,770,000 | +1.4% | 16,454 | +1.7% | 0.20% | +2.1% |
Q2 2021 | $1,745,000 | -2.0% | 16,184 | -2.0% | 0.19% | -4.4% |
Q1 2021 | $1,780,000 | +1.6% | 16,510 | +1.9% | 0.20% | -5.6% |
Q4 2020 | $1,752,000 | +18.0% | 16,205 | +18.0% | 0.22% | -1.4% |
Q3 2020 | $1,485,000 | +53.6% | 13,734 | +53.3% | 0.22% | +44.4% |
Q2 2020 | $967,000 | +130.8% | 8,961 | +127.3% | 0.15% | +91.1% |
Q1 2020 | $419,000 | – | 3,943 | – | 0.08% | – |
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% |