ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 363 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | -100.0% | 1 | -100.0% | 0.00% | – |
| Q1 2023 | $268 | +282.9% | 2,346 | +259.3% | 0.00% | – |
| Q4 2022 | $70 | -98.8% | 653 | +1025.9% | 0.00% | – |
| Q3 2022 | $6,000 | -85.0% | 58 | -78.7% | 0.00% | – |
| Q4 2021 | $40,000 | +233.3% | 272 | +231.7% | 0.00% | – |
| Q3 2021 | $12,000 | 0.0% | 82 | 0.0% | 0.00% | – |
| Q2 2021 | $12,000 | -91.7% | 82 | -92.1% | 0.00% | – |
| Q1 2021 | $145,000 | +13.3% | 1,040 | +35.1% | 0.00% | – |
| Q2 2020 | $128,000 | +80.3% | 770 | +55.2% | 0.00% | – |
| Q4 2019 | $71,000 | – | 496 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bridge Advisory, LLC | 123,868 | $16,674,000 | 7.28% |
| Pacific Wealth Management | 34,851 | $4,691,000 | 4.18% |
| Ballew Advisors, Inc | 25,472 | $3,236,000 | 2.47% |
| CMH Wealth Management LLC | 51,393 | $6,918,000 | 2.13% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 38,055 | $5,123,000 | 1.82% |
| Richard Bernstein Advisors LLC | 656,820 | $87,896,000 | 1.74% |
| Krilogy Financial LLC | 116,734 | $15,714,000 | 1.61% |
| ONE Advisory Partners, LLC | 18,824 | $2,534,000 | 1.48% |
| High Falls Advisors, Inc | 36,031 | $4,850,000 | 1.30% |
| Horst & Graben Wealth Management LLC | 35,047 | $4,718,000 | 1.15% |