ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 52 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,830,424 | -2.8% | 248,431 | +0.9% | 0.01% | -6.7% |
| Q1 2024 | $10,111,692 | +356.3% | 246,146 | +319.1% | 0.02% | +275.0% |
| Q4 2023 | $2,215,874 | +73.6% | 58,738 | +55.8% | 0.00% | +100.0% |
| Q3 2023 | $1,276,696 | -6.3% | 37,694 | -1.4% | 0.00% | 0.0% |
| Q2 2023 | $1,362,373 | +8.9% | 38,247 | +4.0% | 0.00% | 0.0% |
| Q1 2023 | $1,250,594 | +36.4% | 36,793 | +31.6% | 0.00% | 0.0% |
| Q4 2022 | $916,904 | +158.3% | 27,952 | +134.4% | 0.00% | +100.0% |
| Q3 2022 | $355,000 | +51.7% | 11,924 | +55.6% | 0.00% | 0.0% |
| Q2 2022 | $234,000 | – | 7,665 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 131,293 | $4,953,029 | 2.97% |
| Balanced Rock Investment Advisors LLC | 22,375 | $844,097 | 0.75% |
| WRAPMANAGER INC | 52,519 | $1,981,280 | 0.58% |
| Atlantic Private Wealth, LLC | 16,389 | $618,261 | 0.55% |
| Better Money Decisions, LLC | 14,698 | $554,482 | 0.46% |
| Koss-Olinger Consulting, LLC | 120,568 | $4,548,000 | 0.45% |
| Affiance Financial, LLC | 37,480 | $1,413,933 | 0.41% |
| HILLTOP WEALTH ADVISORS, LLC | 16,173 | $610,126 | 0.35% |
| DOHJ, LLC | 30,923 | $1,166,558 | 0.34% |
| NAPATREE CAPITAL LLC | 8,374 | $315,909 | 0.32% |