ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 348 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $618,318 | -68.7% | 5,582 | -67.6% | 0.12% | -70.9% |
| Q1 2023 | $1,975,586 | +195.3% | 17,248 | +178.9% | 0.41% | +169.3% |
| Q4 2022 | $668,985 | +17.6% | 6,184 | +18.5% | 0.15% | +13.3% |
| Q3 2022 | $569,000 | -14.6% | 5,220 | -2.5% | 0.14% | -3.6% |
| Q2 2022 | $666,000 | +1.4% | 5,356 | +9.7% | 0.14% | +2.9% |
| Q1 2022 | $657,000 | +37.7% | 4,881 | +42.0% | 0.14% | +36.0% |
| Q4 2021 | $477,000 | – | 3,437 | – | 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% |