ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 271 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $639,828 | -82.9% | 6,498 | -80.8% | 0.03% | -82.6% |
| Q2 2023 | $3,752,589 | -10.9% | 33,877 | -7.9% | 0.17% | -18.9% |
| Q1 2023 | $4,212,257 | -29.6% | 36,775 | -29.7% | 0.21% | -31.8% |
| Q4 2022 | $5,979,324 | +58.3% | 52,299 | +42.6% | 0.30% | +40.5% |
| Q3 2022 | $3,778,000 | +15.8% | 36,665 | +37.2% | 0.22% | +13.8% |
| Q2 2022 | $3,262,000 | +110.2% | 26,733 | +131.9% | 0.19% | +90.9% |
| Q1 2022 | $1,552,000 | – | 11,529 | – | 0.10% | – |
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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% |