ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 237 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $702,481 | +0.2% | 6,341 | +3.6% | 0.02% | -4.0% |
| Q1 2023 | $701,391 | -24.2% | 6,123 | -28.4% | 0.02% | -26.5% |
| Q4 2022 | $925,186 | +94.8% | 8,552 | +95.8% | 0.03% | +78.9% |
| Q3 2022 | $475,000 | +4.6% | 4,368 | +15.4% | 0.02% | +18.8% |
| Q2 2022 | $454,000 | +440.5% | 3,786 | +560.7% | 0.02% | +433.3% |
| Q4 2021 | $84,000 | +10.5% | 573 | +10.0% | 0.00% | +50.0% |
| Q3 2021 | $76,000 | +1800.0% | 521 | +2165.2% | 0.00% | – |
| Q4 2020 | $4,000 | +300.0% | 23 | +130.0% | 0.00% | – |
| Q3 2019 | $1,000 | – | 10 | – | 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% |