ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 17 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,024,000 | +3.9% | 30,240 | +9.2% | 0.00% | – |
| Q2 2023 | $986,000 | +53.8% | 27,696 | +46.7% | 0.00% | – |
| Q1 2023 | $641,000 | +612.2% | 18,878 | +589.0% | 0.00% | – |
| Q4 2022 | $90,000 | +3.4% | 2,740 | -6.8% | 0.00% | – |
| Q3 2022 | $87,000 | +866.7% | 2,940 | +880.0% | 0.00% | – |
| Q2 2022 | $9,000 | -18.2% | 300 | 0.0% | 0.00% | – |
| Q1 2022 | $11,000 | -8.3% | 300 | -7.4% | 0.00% | – |
| Q1 2021 | $12,000 | – | 324 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RVW Wealth, LLC | 441,526 | $17,158,000 | 1.92% |
| Laurel Wealth Planning LLC | 46,869 | $1,821,000 | 1.38% |
| Mascoma Wealth Management LLC | 39,496 | $1,535,000 | 0.53% |
| Atlantic Private Wealth, LLC | 9,055 | $352,000 | 0.31% |
| JNBA Financial Advisors | 30,207 | $1,174,000 | 0.14% |
| REGATTA CAPITAL GROUP, LLC | 10,260 | $399,000 | 0.14% |
| Blankinship & Foster, LLC | 6,272 | $244,000 | 0.09% |
| Biltmore Family Office, LLC | 10,400 | $404,000 | 0.08% |
| Sound View Wealth Advisors Group, LLC | 7,299 | $284,000 | 0.05% |
| McKinley Carter Wealth Services, Inc. | 13,674 | $531,000 | 0.04% |