ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 363 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $281 | -7.9% | 2,536 | -4.7% | 0.02% | 0.0% |
| Q1 2023 | $305 | -100.0% | 2,662 | -9.9% | 0.02% | -10.7% |
| Q4 2022 | $319,422,560 | +81593.7% | 2,953 | +20.2% | 0.03% | -49.1% |
| Q4 2020 | $391,000 | -10.3% | 2,456 | -6.5% | 0.06% | -16.7% |
| Q3 2020 | $436,000 | -9.0% | 2,628 | -8.2% | 0.07% | -20.5% |
| Q2 2020 | $479,000 | +20.7% | 2,862 | +20.8% | 0.08% | +6.4% |
| Q1 2020 | $397,000 | – | 2,369 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bridge Advisory, LLC | 123,868 | $16,674,000 | 7.28% |
| Pacific Wealth Management | 34,851 | $4,691,000 | 4.18% |
| Ballew Advisors, Inc | 25,472 | $3,236,000 | 2.47% |
| CMH Wealth Management LLC | 51,393 | $6,918,000 | 2.13% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 38,055 | $5,123,000 | 1.82% |
| Richard Bernstein Advisors LLC | 656,820 | $87,896,000 | 1.74% |
| Krilogy Financial LLC | 116,734 | $15,714,000 | 1.61% |
| ONE Advisory Partners, LLC | 18,824 | $2,534,000 | 1.48% |
| High Falls Advisors, Inc | 36,031 | $4,850,000 | 1.30% |
| Horst & Graben Wealth Management LLC | 35,047 | $4,718,000 | 1.15% |