ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 51 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,878,648 | +4.2% | 262,139 | +9.6% | 0.01% | 0.0% |
| Q2 2023 | $8,522,323 | +23.4% | 239,254 | +17.7% | 0.01% | +16.7% |
| Q1 2023 | $6,907,210 | +16.0% | 203,213 | +11.9% | 0.01% | +20.0% |
| Q4 2022 | $5,956,825 | +49.4% | 181,595 | +35.4% | 0.01% | +25.0% |
| Q3 2022 | $3,986,000 | +110.0% | 134,089 | +116.1% | 0.00% | +100.0% |
| Q2 2022 | $1,898,000 | – | 62,059 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 130,327 | $4,275,091 | 2.94% |
| RVW Wealth, LLC | 498,820 | $16,362,693 | 2.08% |
| Atlantic Private Wealth, LLC | 15,520 | $509,088 | 0.55% |
| Mascoma Wealth Management LLC | 45,502 | $1,492,595 | 0.47% |
| Fortis Capital Management LLC | 17,509 | $574,349 | 0.42% |
| DOHJ, LLC | 20,472 | $671,546 | 0.38% |
| Fulcrum Capital LLC | 34,354 | $1,126,907 | 0.33% |
| REGATTA CAPITAL GROUP, LLC | 21,741 | $713,160 | 0.25% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 24,550 | $805,309 | 0.24% |
| BAILARD, INC. | 175,282 | $5,749,740 | 0.22% |