ISHARES TR's ticker is XJR and the CUSIP is 46436E544. A total of 13 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $411,710 | -6.9% | 12,453 | -1.3% | 0.05% | -3.8% |
| Q2 2023 | $441,988 | +7.4% | 12,621 | +4.0% | 0.05% | -1.9% |
| Q1 2023 | $411,352 | +7.0% | 12,131 | +4.8% | 0.05% | +1.9% |
| Q4 2022 | $384,374 | +30.3% | 11,571 | +20.3% | 0.05% | +15.2% |
| Q3 2022 | $295,000 | +13.5% | 9,621 | +20.0% | 0.05% | +17.9% |
| Q2 2022 | $260,000 | +49.4% | 8,016 | +74.9% | 0.04% | +69.6% |
| Q1 2022 | $174,000 | +38.1% | 4,583 | +48.4% | 0.02% | +53.3% |
| Q4 2021 | $126,000 | +61.5% | 3,089 | +53.2% | 0.02% | +50.0% |
| Q3 2021 | $78,000 | +254.5% | 2,016 | +264.6% | 0.01% | +233.3% |
| Q2 2021 | $22,000 | – | 553 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlantic Private Wealth, LLC | 8,552 | $348,000 | 0.31% |
| Biltmore Family Office, LLC | 10,000 | $407,000 | 0.08% |
| PECAUT & CO. | 1,890 | $77,000 | 0.04% |
| Armor Investment Advisors, LLC | 1,389 | $57,000 | 0.03% |
| JNBA Financial Advisors | 3,089 | $126,000 | 0.02% |
| Cetera Advisors LLC | 10,651 | $433,000 | 0.01% |
| FRANKLIN RESOURCES INC | 39,685 | $1,614,000 | 0.00% |
| American Portfolios Advisors | 737 | $29,981 | 0.00% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 131 | $5,000 | 0.00% |
| OSAIC HOLDINGS, INC. | 2,609 | $106,000 | 0.00% |