ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 51 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RVW Wealth, LLC | 441,526 | $17,158,000 | 1.92% |
| Laurel Wealth Planning LLC | 46,869 | $1,821,000 | 1.38% |
| Mascoma Wealth Management LLC | 39,496 | $1,535,000 | 0.53% |
| Atlantic Private Wealth, LLC | 9,055 | $352,000 | 0.31% |
| JNBA Financial Advisors | 30,207 | $1,174,000 | 0.14% |
| REGATTA CAPITAL GROUP, LLC | 10,260 | $399,000 | 0.14% |
| Blankinship & Foster, LLC | 6,272 | $244,000 | 0.09% |
| Biltmore Family Office, LLC | 10,400 | $404,000 | 0.08% |
| Sound View Wealth Advisors Group, LLC | 7,299 | $284,000 | 0.05% |
| McKinley Carter Wealth Services, Inc. | 13,674 | $531,000 | 0.04% |