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 | $117,698 | -10.1% | 3,475 | -5.4% | 0.07% | -11.4% |
| Q2 2023 | $130,905 | +4.8% | 3,675 | 0.0% | 0.08% | +11.3% |
| Q1 2023 | $124,913 | +3.6% | 3,675 | 0.0% | 0.07% | -2.7% |
| Q4 2022 | $120,550 | +97.6% | 3,675 | +80.6% | 0.07% | +73.8% |
| Q3 2022 | $61,000 | 0.0% | 2,035 | +2.5% | 0.04% | +5.0% |
| Q2 2022 | $61,000 | +13.0% | 1,985 | +33.7% | 0.04% | +29.0% |
| Q1 2022 | $54,000 | +38.5% | 1,485 | +47.6% | 0.03% | +40.9% |
| Q4 2021 | $39,000 | – | 1,006 | – | 0.02% | – |
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% |