Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 271 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$19,091,185
-8.5%
193,878
+3.0%
0.50%
-6.1%
Q2 2023$20,854,446188,268
+4706600.0%
0.54%
Q2 2022$0
-100.0%
4
-63.6%
0.00%
Q1 2022$1,000
-90.0%
11
-84.5%
0.00%
Q3 2021$10,000
+233.3%
71
+317.6%
0.00%
Q4 2020$3,0000.0%170.0%0.00%
Q3 2020$3,000170.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Pacific Wealth Management 34,209$5,077,0003.86%
Richard Bernstein Advisors LLC 618,243$91,748,0001.77%
Krilogy Financial LLC 115,276$17,107,0001.72%
West Wealth Group, LLC 22,857$3,392,0001.28%
Ballew Advisors, Inc 12,793$1,832,0001.28%
Avalon Advisory Group 15,639$2,321,0001.14%
Crown Wealth Group, LLC 7,496$1,112,0001.03%
Spectrum Planning & Advisory Services Inc. 7,173$1,064,0000.97%
FIFTH THIRD SECURITIES, INC. 59,891$8,888,0000.97%
GenWealth Group, Inc. 21,326$3,164,0000.86%
View complete list of ISHARES TR shareholders