ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 363 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,121,262 | +29.1% | 27,276 | +22.1% | 0.01% | +16.7% |
| Q4 2022 | $2,417,845 | -12.0% | 22,346 | -11.2% | 0.01% | -14.3% |
| Q3 2022 | $2,746,000 | +1220.2% | 25,176 | +1678.0% | 0.01% | +600.0% |
| Q3 2021 | $208,000 | -46.7% | 1,416 | -46.6% | 0.00% | 0.0% |
| Q2 2021 | $390,000 | -91.2% | 2,651 | -91.6% | 0.00% | -93.3% |
| Q1 2021 | $4,442,000 | – | 31,696 | – | 0.02% | – |
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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% |