ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 125 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.84 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $837,586 | -93.8% | 8,506 | -93.0% | 0.06% | -93.6% |
| Q2 2023 | $13,529,142 | -6.0% | 122,137 | -2.8% | 0.89% | -8.4% |
| Q1 2023 | $14,387,707 | -21.4% | 125,613 | -25.8% | 0.97% | -24.9% |
| Q4 2022 | $18,312,736 | +75.9% | 169,280 | +77.1% | 1.30% | +68.1% |
| Q3 2022 | $10,412,000 | +9.9% | 95,564 | +21.2% | 0.77% | +11.3% |
| Q2 2022 | $9,470,000 | +43.4% | 78,816 | +60.7% | 0.69% | +55.7% |
| Q1 2022 | $6,603,000 | +1417.9% | 49,055 | +1586.9% | 0.44% | +584.6% |
| Q3 2019 | $435,000 | +74.7% | 2,908 | +71.1% | 0.06% | -30.1% |
| Q2 2016 | $249,000 | -91.7% | 1,700 | -92.0% | 0.09% | -92.4% |
| Q1 2016 | $2,990,000 | – | 21,125 | – | 1.22% | – |
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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% |