ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 275 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $313,049 | +0.3% | 2,826 | +3.7% | 0.29% | -21.9% |
Q1 2023 | $312,213 | +2.3% | 2,725 | -3.4% | 0.37% | +36.0% |
Q4 2022 | $305,059 | +4.8% | 2,820 | +5.4% | 0.27% | -16.6% |
Q3 2022 | $291,000 | -24.2% | 2,675 | -16.3% | 0.33% | -43.7% |
Q2 2022 | $384,000 | +41.2% | 3,196 | +58.4% | 0.58% | +219.9% |
Q1 2022 | $272,000 | – | 2,018 | – | 0.18% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pacific Wealth Management | 34,209 | $5,077,000 | 3.86% |
Richard Bernstein Advisors LLC | 618,243 | $91,748,000 | 1.77% |
Krilogy Financial LLC | 115,276 | $17,107,000 | 1.72% |
West Wealth Group, LLC | 22,857 | $3,392,000 | 1.28% |
Ballew Advisors, Inc | 12,793 | $1,832,000 | 1.28% |
Avalon Advisory Group | 15,639 | $2,321,000 | 1.14% |
Crown Wealth Group, LLC | 7,496 | $1,112,000 | 1.03% |
Spectrum Planning & Advisory Services Inc. | 7,173 | $1,064,000 | 0.97% |
FIFTH THIRD SECURITIES, INC. | 59,891 | $8,888,000 | 0.97% |
GenWealth Group, Inc. | 21,326 | $3,164,000 | 0.86% |