ISHARES TR's ticker is XJR and the CUSIP is 46436E544. A total of 45 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $432,261 | -1.1% | 11,414 | +2.3% | 0.00% | 0.0% |
| Q1 2024 | $437,093 | +14.8% | 11,159 | +12.2% | 0.00% | 0.0% |
| Q4 2023 | $380,663 | +19.9% | 9,950 | +3.6% | 0.00% | +33.3% |
| Q3 2023 | $317,419 | +4.9% | 9,601 | +11.1% | 0.00% | 0.0% |
| Q2 2023 | $302,643 | +8.3% | 8,642 | +4.9% | 0.00% | 0.0% |
| Q1 2023 | $279,411 | +3.0% | 8,240 | +0.9% | 0.00% | 0.0% |
| Q4 2022 | $271,297 | – | 8,167 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlantic Private Wealth, LLC | 14,743 | $478,000 | 0.49% |
| Biltmore Family Office, LLC | 16,927 | $549,000 | 0.14% |
| Better Money Decisions, LLC | 4,611 | $149,000 | 0.13% |
| Armor Investment Advisors, LLC | 1,872 | $61,000 | 0.04% |
| JNBA Financial Advisors | 8,016 | $260,000 | 0.04% |
| PECAUT & CO. | 2,082 | $67,000 | 0.04% |
| Clarius Group, LLC | 6,770 | $219,000 | 0.02% |
| Avantax Planning Partners, Inc. | 14,300 | $464,000 | 0.02% |
| Cetera Advisors LLC | 17,096 | $554,000 | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 29,310 | $950,000 | 0.01% |