ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 93 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 | $800,145 | +6.5% | 20,221 | +10.6% | 0.01% | 0.0% |
| Q1 2024 | $751,394 | +24.8% | 18,291 | +14.6% | 0.01% | +16.7% |
| Q4 2023 | $602,317 | +82.5% | 15,966 | +63.9% | 0.01% | +50.0% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 131,293 | $4,953,029 | 2.97% |
| Balanced Rock Investment Advisors LLC | 22,375 | $844,097 | 0.75% |
| WRAPMANAGER INC | 52,519 | $1,981,280 | 0.58% |
| Atlantic Private Wealth, LLC | 16,389 | $618,261 | 0.55% |
| Better Money Decisions, LLC | 14,698 | $554,482 | 0.46% |
| Koss-Olinger Consulting, LLC | 120,568 | $4,548,000 | 0.45% |
| Affiance Financial, LLC | 37,480 | $1,413,933 | 0.41% |
| HILLTOP WEALTH ADVISORS, LLC | 16,173 | $610,126 | 0.35% |
| DOHJ, LLC | 30,923 | $1,166,558 | 0.34% |
| NAPATREE CAPITAL LLC | 8,374 | $315,909 | 0.32% |