ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 87 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,000 | -91.7% | 10 | -88.1% | 0.00% | -100.0% |
| Q2 2021 | $12,000 | 0.0% | 84 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $12,000 | -50.0% | 84 | -43.6% | 0.00% | -50.0% |
| Q4 2020 | $24,000 | +71.4% | 149 | +77.4% | 0.00% | +33.3% |
| Q3 2020 | $14,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $14,000 | 0.0% | 84 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $14,000 | +7.7% | 84 | 0.0% | 0.00% | +33.3% |
| Q4 2019 | $13,000 | -93.7% | 84 | -94.0% | 0.00% | -98.9% |
| Q2 2016 | $207,000 | – | 1,409 | – | 0.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forum Financial Management, LP | 6,919,708 | $710,653,978 | 12.86% |
| Members Advisory Group LLC | 164,107 | $16,855,271 | 9.20% |
| GGM Financials LLC | 89,186 | $9,159,425 | 8.43% |
| Richard Bernstein Advisors LLC | 3,120,944 | $320,521,005 | 7.10% |
| Quantitative Strategies, Inc. | 117,066 | $12,022,664 | 6.86% |
| FAS Wealth Partners, Inc. | 686,934 | $70,548,145 | 6.10% |
| Marks Wealth, LLC | 134,411 | $13,804,010 | 6.09% |
| AllGen Financial Advisors, Inc. | 133,765 | $13,737,666 | 5.21% |
| Smith Anglin Financial, LLC | 466,897 | $47,950,364 | 4.85% |
| Itau Unibanco Holding S.A. | 1,125,150 | $115,552,905 | 4.72% |