ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 96 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $253,663 | -32.6% | 2,290 | -30.3% | 0.00% | -50.0% |
| Q1 2023 | $376,378 | -48.1% | 3,286 | -51.0% | 0.00% | -50.0% |
| Q4 2022 | $725,408 | +47.4% | 6,706 | +48.5% | 0.00% | +33.3% |
| Q3 2022 | $492,000 | -1.4% | 4,515 | +8.7% | 0.00% | 0.0% |
| Q2 2022 | $499,000 | +49800.0% | 4,153 | +46044.4% | 0.00% | – |
| Q1 2022 | $1,000 | -90.0% | 9 | -86.8% | 0.00% | – |
| Q4 2021 | $10,000 | 0.0% | 68 | 0.0% | 0.00% | – |
| Q3 2021 | $10,000 | +400.0% | 68 | +300.0% | 0.00% | – |
| Q2 2021 | $2,000 | -77.8% | 17 | -71.2% | 0.00% | – |
| Q4 2020 | $9,000 | -59.1% | 59 | -54.6% | 0.00% | – |
| Q3 2020 | $22,000 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q2 2020 | $22,000 | – | 130 | +4233.3% | 0.00% | – |
| Q3 2019 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q4 2017 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q3 2017 | $0 | – | 3 | – | 0.00% | – |
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% |