Private Advisory Group LLC - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 134 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
Private Advisory Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,075,000
+61.2%
9,864
+135.3%
0.25%
+11.8%
Q4 2020$667,000
-19.5%
4,192
-15.8%
0.22%
-34.1%
Q3 2020$829,000
-7.5%
4,980
-7.0%
0.33%
-9.0%
Q2 2020$896,0005,3570.37%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
NewEdge Advisors, LLC 142,149$20,484,0003.24%
Ifrah Financial Services, Inc. 45,680$6,615,0002.63%
WBI INVESTMENTS, LLC 350,574$50,770,0001.94%
SFMG, LLC 60,944$8,826,0001.94%
LifePlan Financial Group, Inc 16,909$2,449,0001.68%
Cardan Capital Partners, LLC 32,789$4,749,0001.06%
Knowledge Leaders Capital, LLC 20,031$2,901,0000.97%
CUTLER INVESTMENT COUNSEL LLC 17,290$2,504,0000.68%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 35,129$5,087,0000.62%
INTERACTIVE FINANCIAL ADVISORS, INC. 4,642$672,0000.34%
View complete list of ISHARES TR shareholders