ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 90 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.78 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $11,191,658 | +107865.1% | 97,710 | +2.0% | 0.16% | +6.5% |
| Q4 2022 | $10,366 | -98.2% | 95,825 | +2656.0% | 0.16% | +1450.0% |
| Q2 2020 | $582,000 | +8.6% | 3,477 | +8.8% | 0.01% | 0.0% |
| Q1 2020 | $536,000 | -22.7% | 3,197 | -34.0% | 0.01% | -9.1% |
| Q4 2019 | $693,000 | 0.0% | 4,844 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $693,000 | -76.7% | 4,844 | -77.6% | 0.01% | -78.0% |
| Q1 2019 | $2,975,000 | -1.3% | 21,611 | -4.3% | 0.05% | -12.3% |
| Q4 2018 | $3,014,000 | +49.7% | 22,577 | +44.1% | 0.06% | +67.6% |
| Q3 2018 | $2,014,000 | – | 15,668 | – | 0.03% | – |
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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% |