ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 45 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $18,648,000 | +120.9% | 143,141 | +119.1% | 0.01% | +100.0% |
| Q2 2014 | $8,441,000 | +6.9% | 65,319 | +4.3% | 0.01% | 0.0% |
| Q1 2014 | $7,896,000 | +43.4% | 62,606 | +37.5% | 0.01% | +40.0% |
| Q4 2013 | $5,507,000 | -3.3% | 45,542 | +0.1% | 0.01% | -16.7% |
| Q3 2013 | $5,696,000 | +26.0% | 45,498 | +27.4% | 0.01% | +20.0% |
| Q2 2013 | $4,520,000 | – | 35,717 | – | 0.01% | – |
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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% |