ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 31 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $82,939 | -46.0% | 2,096 | -43.9% | 0.04% | -48.6% |
| Q1 2024 | $153,475 | +10.0% | 3,736 | +1.0% | 0.07% | 0.0% |
| Q4 2023 | $139,507 | +18.5% | 3,698 | +6.4% | 0.07% | +5.7% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 131,848 | $4,481,514 | 2.96% |
| RVW Wealth, LLC | 285,182 | $9,693,336 | 1.20% |
| Affiance Financial, LLC | 34,068 | $1,157,971 | 0.61% |
| Atlantic Private Wealth, LLC | 16,290 | $553,697 | 0.58% |
| Mascoma Wealth Management LLC | 44,899 | $1,511,288 | 0.44% |
| DOHJ, LLC | 15,972 | $542,877 | 0.28% |
| Fortis Capital Management LLC | 18,644 | $633,708 | 0.26% |
| REGATTA CAPITAL GROUP, LLC | 21,741 | $713,162 | 0.25% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 24,890 | $846,011 | 0.24% |
| BAILARD, INC. | 189,403 | $6,437,808 | 0.23% |