ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 78 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $512,000 | +20.8% | 3,867 | +24.0% | 0.08% | +21.5% |
| Q4 2017 | $424,000 | +20.5% | 3,118 | +20.7% | 0.06% | +12.1% |
| Q3 2017 | $352,000 | +7.3% | 2,583 | +7.3% | 0.06% | -6.5% |
| Q2 2017 | $328,000 | +3.1% | 2,407 | +1.6% | 0.06% | 0.0% |
| Q1 2017 | $318,000 | +40.1% | 2,368 | +38.4% | 0.06% | +31.9% |
| Q4 2016 | $227,000 | – | 1,711 | – | 0.05% | – |
Download | ||||||
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% |