ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 2 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $329,995 | +1.1% | 9,743 | +6.4% | 0.00% | +33.3% |
| Q2 2023 | $326,247 | +13.9% | 9,159 | +8.7% | 0.00% | 0.0% |
| Q1 2023 | $286,434 | +4.6% | 8,427 | +0.9% | 0.00% | 0.0% |
| Q4 2022 | $273,903 | -8.7% | 8,350 | -17.3% | 0.00% | -25.0% |
| Q3 2022 | $300,000 | +40.2% | 10,097 | +44.6% | 0.00% | +33.3% |
| Q2 2022 | $214,000 | – | 6,984 | – | 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% |