ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 301 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,174,513 | -13.5% | 10,849 | -21.4% | 0.04% | -22.0% |
| Q3 2023 | $1,358,394 | -0.1% | 13,795 | +12.4% | 0.05% | +2.0% |
| Q2 2023 | $1,359,148 | +15101544.4% | 12,270 | +14507.1% | 0.05% | – |
| Q4 2022 | $9 | -99.6% | 84 | +500.0% | 0.00% | – |
| Q2 2022 | $2,000 | -75.0% | 14 | -74.1% | 0.00% | – |
| Q3 2021 | $8,000 | -75.8% | 54 | -74.3% | 0.00% | -100.0% |
| Q4 2020 | $33,000 | +450.0% | 210 | +452.6% | 0.00% | – |
| Q3 2020 | $6,000 | – | 38 | – | 0.00% | – |
| Q1 2017 | $0 | – | 0 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Wealth Management | 34,209 | $5,077,000 | 3.86% |
| Richard Bernstein Advisors LLC | 618,243 | $91,748,000 | 1.77% |
| Krilogy Financial LLC | 115,276 | $17,107,000 | 1.72% |
| West Wealth Group, LLC | 22,857 | $3,392,000 | 1.28% |
| Ballew Advisors, Inc | 12,793 | $1,832,000 | 1.28% |
| Avalon Advisory Group | 15,639 | $2,321,000 | 1.14% |
| Crown Wealth Group, LLC | 7,496 | $1,112,000 | 1.03% |
| Spectrum Planning & Advisory Services Inc. | 7,173 | $1,064,000 | 0.97% |
| FIFTH THIRD SECURITIES, INC. | 59,891 | $8,888,000 | 0.97% |
| GenWealth Group, Inc. | 21,326 | $3,164,000 | 0.86% |