ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 46 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,514,700 | +128.8% | 44,721 | +140.6% | 0.00% | – |
| Q2 2023 | $661,970 | +33.2% | 18,584 | +27.1% | 0.00% | – |
| Q1 2023 | $497,070 | -35.0% | 14,624 | -43.2% | 0.00% | – |
| Q3 2022 | $765,000 | -20.0% | 25,728 | -17.7% | 0.00% | – |
| Q2 2022 | $956,000 | +116.8% | 31,257 | +175.2% | 0.00% | – |
| Q4 2021 | $441,000 | -36.7% | 11,357 | -41.1% | 0.00% | – |
| Q3 2021 | $697,000 | – | 19,279 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 132,816 | $4,498,478 | 2.96% |
| Affiance Financial, LLC | 37,088 | $1,256,171 | 0.64% |
| Atlantic Private Wealth, LLC | 16,388 | $555,067 | 0.56% |
| Koss-Olinger Consulting, LLC | 101,014 | $3,421,000 | 0.50% |
| RVW Wealth, LLC | 96,902 | $3,282,071 | 0.40% |
| HILLTOP WEALTH ADVISORS, LLC | 13,955 | $472,656 | 0.37% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 28,130 | $952,763 | 0.27% |
| Better Money Decisions, LLC | 8,884 | $300,901 | 0.26% |
| Biltmore Family Office, LLC | 31,248 | $1,062,815 | 0.24% |
| BAILARD, INC. | 197,816 | $6,700,028 | 0.22% |