ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 76 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $574,854 | -4.6% | 16,972 | +0.3% | 0.05% | +2.2% |
| Q2 2023 | $602,568 | +4.5% | 16,916 | -0.3% | 0.04% | 0.0% |
| Q1 2023 | $576,658 | -0.5% | 16,966 | -4.0% | 0.04% | -8.2% |
| Q4 2022 | $579,488 | +7.9% | 17,666 | -2.2% | 0.05% | -2.0% |
| Q3 2022 | $537,000 | -2.5% | 18,072 | +0.4% | 0.05% | +2.0% |
| Q2 2022 | $551,000 | -8.9% | 18,008 | +8.8% | 0.05% | +4.3% |
| Q1 2022 | $605,000 | +13.9% | 16,550 | +21.0% | 0.05% | +17.5% |
| Q4 2021 | $531,000 | – | 13,674 | – | 0.04% | – |
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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% |