ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 237 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236,721 | -61.8% | 2,404 | -57.0% | 0.02% | -60.8% |
| Q2 2023 | $619,425 | +165.7% | 5,592 | +174.8% | 0.05% | +155.0% |
| Q1 2023 | $233,088 | -74.9% | 2,035 | -76.1% | 0.02% | -77.3% |
| Q3 2022 | $929,000 | -33.3% | 8,530 | -26.4% | 0.09% | -29.6% |
| Q2 2022 | $1,392,000 | -85.2% | 11,582 | -83.4% | 0.12% | -82.9% |
| Q1 2022 | $9,411,000 | -9.0% | 69,908 | +0.3% | 0.73% | -5.8% |
| Q4 2021 | $10,340,000 | – | 69,680 | – | 0.78% | – |
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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% |