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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $721,566 | +12.5% | 19,127 | +1.0% | 0.01% | 0.0% |
| Q3 2023 | $641,227 | -4.8% | 18,932 | +0.2% | 0.01% | -9.1% |
| Q2 2023 | $673,226 | +21.8% | 18,900 | +16.2% | 0.01% | +22.2% |
| Q1 2023 | $552,881 | +3.3% | 16,266 | -0.3% | 0.01% | -10.0% |
| Q4 2022 | $535,243 | +0.4% | 16,317 | -9.0% | 0.01% | -28.6% |
| Q3 2022 | $533,000 | -4.7% | 17,936 | -1.9% | 0.01% | +7.7% |
| Q2 2022 | $559,000 | +7.1% | 18,282 | +28.0% | 0.01% | +30.0% |
| Q1 2022 | $522,000 | +38.5% | 14,286 | +47.3% | 0.01% | +25.0% |
| Q4 2021 | $377,000 | +33.7% | 9,696 | +24.3% | 0.01% | +60.0% |
| Q3 2021 | $282,000 | -2.4% | 7,803 | 0.0% | 0.01% | -28.6% |
| Q2 2021 | $289,000 | +20.4% | 7,803 | +17.1% | 0.01% | 0.0% |
| Q1 2021 | $240,000 | – | 6,665 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 131,848 | $4,481,514 | 2.96% |
| RVW Wealth, LLC | 285,182 | $9,693,336 | 1.20% |
| Affiance Financial, LLC | 34,068 | $1,157,971 | 0.61% |
| Atlantic Private Wealth, LLC | 16,290 | $553,697 | 0.58% |
| Mascoma Wealth Management LLC | 44,899 | $1,511,288 | 0.44% |
| DOHJ, LLC | 15,972 | $542,877 | 0.28% |
| Fortis Capital Management LLC | 18,644 | $633,708 | 0.26% |
| REGATTA CAPITAL GROUP, LLC | 21,741 | $713,162 | 0.25% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 24,890 | $846,011 | 0.24% |
| BAILARD, INC. | 189,403 | $6,437,808 | 0.23% |