ISHARES TR's ticker is XJR and the CUSIP is 46436E544. A total of 13 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $92,009 | -11.9% | 2,783 | -6.7% | 0.06% | -12.7% |
| Q2 2023 | $104,465 | +3.3% | 2,983 | 0.0% | 0.06% | +8.6% |
| Q1 2023 | $101,151 | +2.1% | 2,983 | 0.0% | 0.06% | -3.3% |
| Q4 2022 | $99,091 | +73.8% | 2,983 | +59.3% | 0.06% | +53.8% |
| Q3 2022 | $57,000 | -6.6% | 1,872 | 0.0% | 0.04% | -2.5% |
| Q2 2022 | $61,000 | -15.3% | 1,872 | -1.1% | 0.04% | -2.4% |
| Q1 2022 | $72,000 | +26.3% | 1,893 | +36.3% | 0.04% | +28.1% |
| Q4 2021 | $57,000 | +29.5% | 1,389 | +22.3% | 0.03% | +14.3% |
| Q3 2021 | $44,000 | – | 1,136 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlantic Private Wealth, LLC | 14,743 | $478,000 | 0.49% |
| Biltmore Family Office, LLC | 16,927 | $549,000 | 0.14% |
| Better Money Decisions, LLC | 4,611 | $149,000 | 0.13% |
| Armor Investment Advisors, LLC | 1,872 | $61,000 | 0.04% |
| JNBA Financial Advisors | 8,016 | $260,000 | 0.04% |
| PECAUT & CO. | 2,082 | $67,000 | 0.04% |
| Clarius Group, LLC | 6,770 | $219,000 | 0.02% |
| Avantax Planning Partners, Inc. | 14,300 | $464,000 | 0.02% |
| Cetera Advisors LLC | 17,096 | $554,000 | 0.01% |
| AdvisorNet Financial, Inc | 1,490 | $48,000 | 0.01% |