ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 271 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $256,314 | -90.1% | 2,603 | -88.8% | 0.00% | -90.0% |
| Q2 2023 | $2,580,845 | +9.5% | 23,299 | +13.3% | 0.03% | +3.4% |
| Q1 2023 | $2,355,867 | +8.8% | 20,568 | +2.8% | 0.03% | 0.0% |
| Q4 2022 | $2,164,973 | +70.1% | 20,013 | +71.3% | 0.03% | +45.0% |
| Q3 2022 | $1,273,000 | +6.5% | 11,685 | +17.5% | 0.02% | +11.1% |
| Q2 2022 | $1,195,000 | +38.5% | 9,947 | +57.8% | 0.02% | +50.0% |
| Q1 2022 | $863,000 | – | 6,305 | – | 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% |