ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 334 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.30 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $2,577,000 | +36.3% | 18,946 | +36.7% | 0.50% | +12.7% |
| Q3 2017 | $1,891,000 | +1.3% | 13,857 | +1.3% | 0.44% | -5.2% |
| Q2 2017 | $1,866,000 | -25.1% | 13,683 | -26.1% | 0.47% | -19.5% |
| Q1 2017 | $2,490,000 | +6.2% | 18,523 | +5.0% | 0.58% | -4.0% |
| Q4 2016 | $2,344,000 | -6.4% | 17,634 | +2.0% | 0.60% | -10.8% |
| Q3 2016 | $2,504,000 | -0.8% | 17,290 | +0.5% | 0.68% | -4.0% |
| Q2 2016 | $2,523,000 | +40.6% | 17,210 | +35.8% | 0.70% | +28.2% |
| Q1 2016 | $1,794,000 | +16.7% | 12,676 | +10.7% | 0.55% | +5.0% |
| Q4 2015 | $1,537,000 | +15.8% | 11,453 | +18.5% | 0.52% | +10.1% |
| Q3 2015 | $1,327,000 | -1.6% | 9,666 | -4.7% | 0.48% | +8.0% |
| Q2 2015 | $1,348,000 | -3.1% | 10,145 | +1.1% | 0.44% | -1.8% |
| Q1 2015 | $1,391,000 | +98.7% | 10,038 | +93.7% | 0.45% | +94.8% |
| Q4 2014 | $700,000 | – | 5,182 | – | 0.23% | – |
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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% |