ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 76 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
---|---|---|---|
Shira Ridge Wealth Management | 132,816 | $4,498,478 | 2.96% |
Affiance Financial, LLC | 37,088 | $1,256,171 | 0.64% |
Atlantic Private Wealth, LLC | 16,388 | $555,067 | 0.56% |
Koss-Olinger Consulting, LLC | 101,014 | $3,421,000 | 0.50% |
RVW Wealth, LLC | 96,902 | $3,282,071 | 0.40% |
HILLTOP WEALTH ADVISORS, LLC | 13,955 | $472,656 | 0.37% |
GOULD ASSET MANAGEMENT LLC /CA/ | 28,130 | $952,763 | 0.27% |
Better Money Decisions, LLC | 8,884 | $300,901 | 0.26% |
Biltmore Family Office, LLC | 31,248 | $1,062,815 | 0.24% |
BAILARD, INC. | 197,816 | $6,700,028 | 0.22% |