ISHARES TR's ticker is XJR and the CUSIP is 46436E544. A total of 18 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,481 | -9.9% | 438 | -4.6% | 0.01% | -14.3% |
| Q2 2023 | $16,074 | -67.9% | 459 | -68.9% | 0.01% | -69.6% |
| Q1 2023 | $50,016 | +2.1% | 1,475 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $48,998 | +8.9% | 1,475 | 0.0% | 0.02% | -4.2% |
| Q3 2022 | $45,000 | -32.8% | 1,475 | -29.2% | 0.02% | -36.8% |
| Q2 2022 | $67,000 | -17.3% | 2,082 | -2.8% | 0.04% | -2.6% |
| Q1 2022 | $81,000 | +5.2% | 2,141 | +13.3% | 0.04% | 0.0% |
| Q4 2021 | $77,000 | – | 1,890 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlantic Private Wealth, LLC | 14,743 | $478,000 | 0.49% |
| Biltmore Family Office, LLC | 16,927 | $549,000 | 0.14% |
| Better Money Decisions, LLC | 4,611 | $149,000 | 0.13% |
| Armor Investment Advisors, LLC | 1,872 | $61,000 | 0.04% |
| JNBA Financial Advisors | 8,016 | $260,000 | 0.04% |
| PECAUT & CO. | 2,082 | $67,000 | 0.04% |
| Clarius Group, LLC | 6,770 | $219,000 | 0.02% |
| Avantax Planning Partners, Inc. | 14,300 | $464,000 | 0.02% |
| Cetera Advisors LLC | 17,096 | $554,000 | 0.01% |
| AdvisorNet Financial, Inc | 1,490 | $48,000 | 0.01% |