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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $499,190 | -28.2% | 14,738 | -22.9% | 0.16% | -26.8% |
| Q2 2023 | $695,014 | -54.0% | 19,118 | -57.4% | 0.21% | -51.8% |
| Q1 2023 | $1,511,288 | +1.3% | 44,899 | -1.3% | 0.44% | -6.8% |
| Q4 2022 | $1,492,595 | +7.7% | 45,502 | -2.4% | 0.47% | -1.2% |
| Q3 2022 | $1,386,000 | -1.1% | 46,606 | +1.7% | 0.48% | +0.2% |
| Q2 2022 | $1,401,000 | -18.6% | 45,817 | -2.7% | 0.48% | -12.6% |
| Q1 2022 | $1,721,000 | +12.1% | 47,067 | +19.2% | 0.55% | +3.2% |
| Q4 2021 | $1,535,000 | +35.6% | 39,496 | +26.1% | 0.53% | +21.0% |
| Q3 2021 | $1,132,000 | +2.2% | 31,327 | +4.9% | 0.44% | -7.4% |
| Q2 2021 | $1,108,000 | +118.1% | 29,871 | +111.4% | 0.47% | +116.4% |
| Q1 2021 | $508,000 | – | 14,127 | – | 0.22% | – |
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% |