ISHARES TR's ticker is XJR and the CUSIP is 46436E544. A total of 33 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $664,070 | -3.3% | 17,535 | 0.0% | 0.02% | -4.5% |
| Q1 2024 | $686,839 | +2.5% | 17,535 | +0.1% | 0.02% | -15.4% |
| Q4 2023 | $669,891 | +10.6% | 17,510 | -4.4% | 0.03% | +4.0% |
| Q3 2023 | $605,845 | -5.6% | 18,325 | 0.0% | 0.02% | -3.8% |
| Q2 2023 | $641,742 | +3.3% | 18,325 | 0.0% | 0.03% | +4.0% |
| Q1 2023 | $621,384 | +2.1% | 18,325 | 0.0% | 0.02% | +4.2% |
| Q4 2022 | $608,733 | +8.3% | 18,325 | 0.0% | 0.02% | -4.0% |
| Q3 2022 | $562,000 | +21.1% | 18,325 | +28.1% | 0.02% | +25.0% |
| Q2 2022 | $464,000 | -18.9% | 14,300 | -5.3% | 0.02% | -13.0% |
| Q1 2022 | $572,000 | – | 15,094 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlantic Private Wealth, LLC | 15,832 | $536,847 | 0.56% |
| Better Money Decisions, LLC | 12,356 | $418,981 | 0.35% |
| Optas, LLC | 15,852 | $537,761 | 0.19% |
| Biltmore Family Office, LLC | 16,927 | $573,979 | 0.12% |
| Veracity Capital LLC | 6,427 | $217,946 | 0.10% |
| BSW Wealth Partners | 13,128 | $445,159 | 0.09% |
| MONECO Advisors, LLC | 8,387 | $284,396 | 0.08% |
| Merriman Wealth Management, LLC | 43,223 | $1,465,664 | 0.08% |
| Armor Investment Advisors, LLC | 2,983 | $101,151 | 0.06% |
| JNBA Financial Advisors | 12,131 | $411,352 | 0.05% |