ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 84 filers reported holding ISHARES TR in Q3 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 ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 132,816 | $4,498,478 | 2.96% |
| Affiance Financial, LLC | 37,088 | $1,256,171 | 0.64% |
| Atlantic Private Wealth, LLC | 16,388 | $555,067 | 0.56% |
| Koss-Olinger Consulting, LLC | 101,014 | $3,421,000 | 0.50% |
| RVW Wealth, LLC | 96,902 | $3,282,071 | 0.40% |
| HILLTOP WEALTH ADVISORS, LLC | 13,955 | $472,656 | 0.37% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 28,130 | $952,763 | 0.27% |
| Better Money Decisions, LLC | 8,884 | $300,901 | 0.26% |
| Biltmore Family Office, LLC | 31,248 | $1,062,815 | 0.24% |
| BAILARD, INC. | 197,816 | $6,700,028 | 0.22% |