ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 11 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | – |
Download |
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% |