ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 17 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $377,380 | -3.5% | 11,142 | +1.5% | 0.00% | 0.0% |
| Q2 2023 | $391,183 | +3.2% | 10,982 | -1.5% | 0.00% | 0.0% |
| Q1 2023 | $379,090 | +5.8% | 11,153 | +2.1% | 0.00% | 0.0% |
| Q4 2022 | $358,207 | +53.1% | 10,920 | +70.9% | 0.00% | 0.0% |
| Q1 2022 | $234,000 | -0.4% | 6,388 | +5.7% | 0.00% | 0.0% |
| Q4 2021 | $235,000 | +4.9% | 6,043 | -2.3% | 0.00% | -25.0% |
| Q3 2021 | $224,000 | -2.2% | 6,184 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $229,000 | – | 6,184 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 130,327 | $4,275,091 | 2.94% |
| RVW Wealth, LLC | 498,820 | $16,362,693 | 2.08% |
| Atlantic Private Wealth, LLC | 15,520 | $509,088 | 0.55% |
| Mascoma Wealth Management LLC | 45,502 | $1,492,595 | 0.47% |
| Fortis Capital Management LLC | 17,509 | $574,349 | 0.42% |
| DOHJ, LLC | 20,472 | $671,546 | 0.38% |
| Fulcrum Capital LLC | 34,354 | $1,126,907 | 0.33% |
| REGATTA CAPITAL GROUP, LLC | 21,741 | $713,160 | 0.25% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 24,550 | $805,309 | 0.24% |
| BAILARD, INC. | 175,282 | $5,749,740 | 0.22% |