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 | ||||
---|---|---|---|---|---|---|
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% | – |
Download |
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% |