ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 334 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.30 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $134,659 | -91.5% | 1,368 | -90.4% | 0.00% | -92.3% |
| Q2 2023 | $1,583,142 | -40.2% | 14,292 | -38.2% | 0.01% | -51.9% |
| Q1 2023 | $2,648,728 | +11559.2% | 23,125 | +10911.9% | 0.03% | – |
| Q4 2022 | $22,718 | +278.6% | 210 | +311.8% | 0.00% | – |
| Q3 2022 | $6,000 | 0.0% | 51 | 0.0% | 0.00% | – |
| Q2 2022 | $6,000 | – | 51 | – | 0.00% | – |
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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% |