ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 76 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,891,824 | +87.3% | 55,854 | +97.0% | 0.00% | +50.0% |
| Q2 2023 | $1,010,091 | -20.6% | 28,349 | -24.3% | 0.00% | 0.0% |
| Q1 2023 | $1,271,712 | +8.0% | 37,435 | +4.2% | 0.00% | 0.0% |
| Q4 2022 | $1,177,985 | +17.0% | 35,916 | +6.0% | 0.00% | 0.0% |
| Q3 2022 | $1,007,000 | +3.6% | 33,872 | +6.7% | 0.00% | 0.0% |
| Q2 2022 | $972,000 | -19.1% | 31,748 | -0.6% | 0.00% | 0.0% |
| Q1 2022 | $1,202,000 | +17.3% | 31,935 | +21.1% | 0.00% | 0.0% |
| Q4 2021 | $1,025,000 | +536.6% | 26,377 | +492.9% | 0.00% | – |
| Q3 2021 | $161,000 | +21.1% | 4,449 | +24.3% | 0.00% | – |
| Q2 2021 | $133,000 | +20.9% | 3,578 | +16.9% | 0.00% | – |
| Q1 2021 | $110,000 | +69.2% | 3,060 | +49.8% | 0.00% | – |
| Q4 2020 | $65,000 | – | 2,043 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RVW Wealth, LLC | 441,526 | $17,158,000 | 1.92% |
| Laurel Wealth Planning LLC | 46,869 | $1,821,000 | 1.38% |
| Mascoma Wealth Management LLC | 39,496 | $1,535,000 | 0.53% |
| Atlantic Private Wealth, LLC | 9,055 | $352,000 | 0.31% |
| JNBA Financial Advisors | 30,207 | $1,174,000 | 0.14% |
| REGATTA CAPITAL GROUP, LLC | 10,260 | $399,000 | 0.14% |
| Blankinship & Foster, LLC | 6,272 | $244,000 | 0.09% |
| Biltmore Family Office, LLC | 10,400 | $404,000 | 0.08% |
| Sound View Wealth Advisors Group, LLC | 7,299 | $284,000 | 0.05% |
| McKinley Carter Wealth Services, Inc. | 13,674 | $531,000 | 0.04% |