ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 87 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $809,000 | +118.1% | 5,934 | +115.0% | 0.18% | +122.9% |
| Q1 2017 | $371,000 | -22.5% | 2,760 | -23.4% | 0.08% | -11.7% |
| Q4 2016 | $479,000 | -9.5% | 3,605 | -1.4% | 0.09% | -4.1% |
| Q3 2016 | $529,000 | -1.5% | 3,656 | -0.2% | 0.10% | -4.9% |
| Q2 2016 | $537,000 | -7.7% | 3,662 | -11.0% | 0.10% | -5.5% |
| Q1 2016 | $582,000 | +158.7% | 4,115 | +145.8% | 0.11% | +159.5% |
| Q4 2015 | $225,000 | +78.6% | 1,674 | +65.7% | 0.04% | +68.0% |
| Q3 2013 | $126,000 | -13.7% | 1,010 | -12.6% | 0.02% | -28.6% |
| Q2 2013 | $146,000 | – | 1,155 | – | 0.04% | – |
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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% |