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SUB ISHARES TR

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ETF (fund)

827 managers (835 13F filers) reported a position in SUB shares at 2024-12-31, 73,391,585 shares in all. 55 filers opened a position and 43 filers sold out during the quarter.

Managers
827
13F filers
835
New
55
Added
347
Reduced
252
Sold out
43
Shares held by filers
73,391,585

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Spectrum Wealth Counsel, LLC197$20.8K<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC144$15.2K0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…124$14K<0.01%-49,59213F-HRTimelineGroup
Sugarloaf Wealth Management, LLC129$13.6K<0.01%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.118$12.4K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC118$12.4K0.01%13F-HRTimeline
Tortoise Investment Management, LLC100$10.5K<0.01%013F-HR/ATimeline
Kathleen S. Wright Associates Inc.92$9.74K<0.01%-613F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP84$8.86K<0.01%-413F-HRTimeline
Midwest Capital Advisors, LLC63$6.64K<0.01%13F-HRTimeline
Transce3nd, LLC62$6.54K<0.01%13F-HRTimeline
EPG Wealth Management LLC61$6.43K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.56$5.91K0.01%13F-HRTimeline
Viewpoint Capital Management LLC50$5.27K<0.01%013F-HRTimeline
FLP Wealth Management, LLC47$4.93K0.01%13F-HRTimeline
Clarity Asset Management, Inc.39$4.11K<0.01%-5213F-HRTimeline
Blue Trust, Inc.30$3.16K<0.01%+213F-HR/ATimeline
Indiana Trust & Investment Management Co28$2.95K<0.01%013F-HRTimeline
Horizon Investments, LLC28$2.95K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC23$2.43K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…23$2.43K<0.01%-2,64313F-HRTimelineGroup
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …13$1.37K<0.01%new13F-HRTimelineGroup
COUNTRY TRUST BANK4$422<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.2$2480.02%-2,35513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$105<0.01%new13F-HRTimelineGroup
Activest Wealth Management0$00%-413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Members Trust Co192,618$20.3B-15,78013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.