ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 51 filers reported holding ISHARES TR in Q3 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 | 130,327 | $4,275,091 | 2.94% |
| RVW Wealth, LLC | 498,820 | $16,362,693 | 2.08% |
| Atlantic Private Wealth, LLC | 15,520 | $509,088 | 0.55% |
| Mascoma Wealth Management LLC | 45,502 | $1,492,595 | 0.47% |
| Fortis Capital Management LLC | 17,509 | $574,349 | 0.42% |
| DOHJ, LLC | 20,472 | $671,546 | 0.38% |
| Fulcrum Capital LLC | 34,354 | $1,126,907 | 0.33% |
| REGATTA CAPITAL GROUP, LLC | 21,741 | $713,160 | 0.25% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 24,550 | $805,309 | 0.24% |
| BAILARD, INC. | 175,282 | $5,749,740 | 0.22% |