ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 147 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 3.97 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $4,709,000 | -5.8% | 29,575 | -1.5% | 0.76% | -9.8% |
| Q3 2020 | $5,000,000 | -14.7% | 30,030 | -14.3% | 0.85% | -22.3% |
| Q2 2020 | $5,865,000 | -20.4% | 35,045 | -20.3% | 1.09% | -32.2% |
| Q1 2020 | $7,368,000 | +15.7% | 43,960 | -0.9% | 1.61% | +44.0% |
| Q4 2019 | $6,369,000 | -1.4% | 44,347 | +2.6% | 1.12% | -10.1% |
| Q3 2019 | $6,458,000 | +8.7% | 43,206 | +4.1% | 1.24% | +2.2% |
| Q2 2019 | $5,941,000 | – | 41,510 | – | 1.22% | – |
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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% |