ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 3 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $233,542 | -78.6% | 5,902 | -77.8% | 0.00% | – |
| Q1 2024 | $1,091,290 | -29.4% | 26,565 | -41.8% | 0.00% | – |
| Q3 2023 | $1,545,793 | +15.9% | 45,639 | +21.9% | 0.00% | – |
| Q2 2023 | $1,333,913 | +58.7% | 37,448 | +51.5% | 0.00% | – |
| Q1 2023 | $840,301 | -23.6% | 24,722 | -26.2% | 0.00% | -100.0% |
| Q4 2022 | $1,099,517 | -16.4% | 33,519 | -24.2% | 0.00% | 0.0% |
| Q3 2022 | $1,315,000 | +8.4% | 44,227 | +11.5% | 0.00% | 0.0% |
| Q2 2022 | $1,213,000 | -18.9% | 39,671 | -3.0% | 0.00% | – |
| Q1 2022 | $1,496,000 | +4.7% | 40,894 | +11.2% | 0.00% | – |
| Q4 2021 | $1,429,000 | +37.8% | 36,767 | +28.1% | 0.00% | – |
| Q3 2021 | $1,037,000 | -22.1% | 28,700 | -20.1% | 0.00% | -100.0% |
| Q2 2021 | $1,332,000 | +123.5% | 35,933 | +91.9% | 0.00% | – |
| Q4 2020 | $596,000 | -53.6% | 18,727 | -62.5% | 0.00% | -100.0% |
| Q3 2020 | $1,284,000 | – | 49,998 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 131,848 | $4,481,514 | 2.96% |
| RVW Wealth, LLC | 285,182 | $9,693,336 | 1.20% |
| Affiance Financial, LLC | 34,068 | $1,157,971 | 0.61% |
| Atlantic Private Wealth, LLC | 16,290 | $553,697 | 0.58% |
| Mascoma Wealth Management LLC | 44,899 | $1,511,288 | 0.44% |
| DOHJ, LLC | 15,972 | $542,877 | 0.28% |
| Fortis Capital Management LLC | 18,644 | $633,708 | 0.26% |
| REGATTA CAPITAL GROUP, LLC | 21,741 | $713,162 | 0.25% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 24,890 | $846,011 | 0.24% |
| BAILARD, INC. | 189,403 | $6,437,808 | 0.23% |