ISHARES TR's ticker is XJR and the CUSIP is 46436E544. A total of 33 filers reported holding ISHARES TR in Q4 2022. 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 | 15,941 | $527,031 | 0.53% |
| Better Money Decisions, LLC | 15,278 | $505,108 | 0.44% |
| Optas, LLC | 13,539 | $447,895 | 0.15% |
| Biltmore Family Office, LLC | 18,727 | $621,757 | 0.14% |
| Veracity Capital LLC | 6,778 | $224,073 | 0.10% |
| MONECO Advisors, LLC | 9,916 | $327,834 | 0.09% |
| Armor Investment Advisors, LLC | 2,783 | $92,009 | 0.06% |
| JNBA Financial Advisors | 12,453 | $411,710 | 0.05% |
| Merriman Wealth Management, LLC | 23,823 | $790,703 | 0.04% |
| Avantax Planning Partners, Inc. | 18,325 | $605,845 | 0.02% |