ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 31 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,649,808 | -1.1% | 48,710 | +4.0% | 0.21% | +3.0% |
| Q2 2023 | $1,668,496 | +13.3% | 46,841 | +8.1% | 0.20% | +4.2% |
| Q1 2023 | $1,473,229 | +12.8% | 43,343 | +8.8% | 0.19% | +5.5% |
| Q4 2022 | $1,306,536 | +17.7% | 39,830 | +6.7% | 0.18% | +6.4% |
| Q3 2022 | $1,110,000 | +6.0% | 37,332 | +9.0% | 0.17% | +7.5% |
| Q2 2022 | $1,047,000 | -6.9% | 34,246 | +11.4% | 0.16% | +6.7% |
| Q1 2022 | $1,124,000 | -4.3% | 30,735 | +1.7% | 0.15% | +4.2% |
| Q4 2021 | $1,174,000 | +31.6% | 30,207 | +22.4% | 0.14% | +19.2% |
| Q3 2021 | $892,000 | +57.6% | 24,685 | +61.8% | 0.12% | +55.8% |
| Q2 2021 | $566,000 | +39.1% | 15,252 | +34.8% | 0.08% | +30.5% |
| Q1 2021 | $407,000 | +206.0% | 11,312 | +170.9% | 0.06% | +168.2% |
| Q4 2020 | $133,000 | – | 4,176 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 132,816 | $4,498,478 | 2.96% |
| Affiance Financial, LLC | 37,088 | $1,256,171 | 0.64% |
| Atlantic Private Wealth, LLC | 16,388 | $555,067 | 0.56% |
| Koss-Olinger Consulting, LLC | 101,014 | $3,421,000 | 0.50% |
| RVW Wealth, LLC | 96,902 | $3,282,071 | 0.40% |
| HILLTOP WEALTH ADVISORS, LLC | 13,955 | $472,656 | 0.37% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 28,130 | $952,763 | 0.27% |
| Better Money Decisions, LLC | 8,884 | $300,901 | 0.26% |
| Biltmore Family Office, LLC | 31,248 | $1,062,815 | 0.24% |
| BAILARD, INC. | 197,816 | $6,700,028 | 0.22% |