ISHARES TR's ticker is XJR and the CUSIP is 46436E544. A total of 25 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $537,871 | -5.9% | 16,269 | -0.3% | 0.01% | -11.1% |
| Q2 2023 | $571,702 | +21.2% | 16,325 | +17.4% | 0.01% | +12.5% |
| Q1 2023 | $471,676 | -11.9% | 13,910 | -13.7% | 0.01% | -20.0% |
| Q4 2022 | $535,452 | +0.5% | 16,119 | -7.3% | 0.01% | -28.6% |
| Q3 2022 | $533,000 | -3.8% | 17,386 | +1.7% | 0.01% | +7.7% |
| Q2 2022 | $554,000 | +5.7% | 17,096 | +23.6% | 0.01% | +30.0% |
| Q1 2022 | $524,000 | +21.0% | 13,829 | +29.8% | 0.01% | +11.1% |
| Q4 2021 | $433,000 | +54.6% | 10,651 | +46.4% | 0.01% | +80.0% |
| Q3 2021 | $280,000 | -3.4% | 7,276 | 0.0% | 0.01% | -28.6% |
| Q2 2021 | $290,000 | +21.8% | 7,276 | +18.8% | 0.01% | 0.0% |
| Q1 2021 | $238,000 | – | 6,126 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlantic Private Wealth, LLC | 8,552 | $324,000 | 0.31% |
| Elwood & Goetz Wealth Advisory Group, LLC | 8,921 | $338,000 | 0.10% |
| Biltmore Family Office, LLC | 11,970 | $453,000 | 0.10% |
| Armor Investment Advisors, LLC | 1,893 | $72,000 | 0.04% |
| PECAUT & CO. | 2,141 | $81,000 | 0.04% |
| Avantax Planning Partners, Inc. | 15,094 | $572,000 | 0.02% |
| JNBA Financial Advisors | 4,583 | $174,000 | 0.02% |
| Cetera Advisors LLC | 13,829 | $524,000 | 0.01% |
| AdvisorNet Financial, Inc | 1,490 | $56,000 | 0.00% |
| FRANKLIN RESOURCES INC | 41,765 | $1,582,000 | 0.00% |