ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 348 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $196,940 | -1.9% | 2,000 | +10.3% | 0.03% | +4.0% |
Q2 2023 | $200,826 | -2.4% | 1,813 | +0.9% | 0.02% | -10.7% |
Q1 2023 | $205,714 | +150056.2% | 1,796 | +42.2% | 0.03% | +40.0% |
Q4 2022 | $137 | -99.8% | 1,263 | +52.9% | 0.02% | +33.3% |
Q3 2022 | $90,000 | +3.4% | 826 | +14.4% | 0.02% | +7.1% |
Q2 2022 | $87,000 | – | 722 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Bridge Advisory, LLC | 123,868 | $16,674,000 | 7.28% |
Pacific Wealth Management | 34,851 | $4,691,000 | 4.18% |
Ballew Advisors, Inc | 25,472 | $3,236,000 | 2.47% |
CMH Wealth Management LLC | 51,393 | $6,918,000 | 2.13% |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 38,055 | $5,123,000 | 1.82% |
Richard Bernstein Advisors LLC | 656,820 | $87,896,000 | 1.74% |
Krilogy Financial LLC | 116,734 | $15,714,000 | 1.61% |
ONE Advisory Partners, LLC | 18,824 | $2,534,000 | 1.48% |
High Falls Advisors, Inc | 36,031 | $4,850,000 | 1.30% |
Horst & Graben Wealth Management LLC | 35,047 | $4,718,000 | 1.15% |