ISHARES TR's ticker is XJR and the CUSIP is 46436E544. A total of 5 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,082 | -27.8% | 1,273 | -23.5% | 0.00% | – |
| Q2 2023 | $58,270 | +4.0% | 1,664 | +0.7% | 0.00% | – |
| Q1 2023 | $56,013 | +39.9% | 1,652 | +35.7% | 0.00% | – |
| Q4 2022 | $40,031 | +122.4% | 1,217 | +107.0% | 0.00% | – |
| Q3 2022 | $18,000 | -81.1% | 588 | -79.9% | 0.00% | – |
| Q2 2022 | $95,000 | -13.6% | 2,922 | 0.0% | 0.00% | – |
| Q1 2022 | $110,000 | +3.8% | 2,922 | +12.0% | 0.00% | – |
| Q4 2021 | $106,000 | +17.8% | 2,609 | +11.6% | 0.00% | – |
| Q3 2021 | $90,000 | -4.3% | 2,337 | -1.1% | 0.00% | – |
| Q2 2021 | $94,000 | +2.2% | 2,362 | 0.0% | 0.00% | – |
| Q1 2021 | $92,000 | +87.8% | 2,362 | +61.3% | 0.00% | – |
| Q4 2020 | $49,000 | – | 1,464 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlantic Private Wealth, LLC | 15,941 | $527,031 | 0.53% |
| Better Money Decisions, LLC | 15,278 | $505,108 | 0.44% |
| Optas, LLC | 13,539 | $447,895 | 0.15% |
| Biltmore Family Office, LLC | 18,727 | $621,757 | 0.14% |
| Veracity Capital LLC | 6,778 | $224,073 | 0.10% |
| MONECO Advisors, LLC | 9,916 | $327,834 | 0.09% |
| Armor Investment Advisors, LLC | 2,783 | $92,009 | 0.06% |
| JNBA Financial Advisors | 12,453 | $411,710 | 0.05% |
| Merriman Wealth Management, LLC | 23,823 | $790,703 | 0.04% |
| Avantax Planning Partners, Inc. | 18,325 | $605,845 | 0.02% |