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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $10,487,061 | -17.2% | 96,869 | -24.7% | 1.07% | -23.1% |
| Q3 2023 | $12,671,299 | -48.0% | 128,682 | -41.5% | 1.39% | -45.3% |
| Q2 2023 | $24,370,174 | -3.0% | 220,007 | +0.3% | 2.54% | -5.5% |
| Q1 2023 | $25,126,790 | +107786.6% | 219,371 | +1.9% | 2.69% | +6.9% |
| Q4 2022 | $23,290 | -99.9% | 215,285 | +6.1% | 2.52% | -7.2% |
| Q3 2022 | $22,098,000 | – | 202,826 | – | 2.71% | – |
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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% |