ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 41 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 130,327 | $4,275,091 | 2.94% |
| RVW Wealth, LLC | 498,820 | $16,362,693 | 2.08% |
| Atlantic Private Wealth, LLC | 15,520 | $509,088 | 0.55% |
| Mascoma Wealth Management LLC | 45,502 | $1,492,595 | 0.47% |
| Fortis Capital Management LLC | 17,509 | $574,349 | 0.42% |
| DOHJ, LLC | 20,472 | $671,546 | 0.38% |
| Fulcrum Capital LLC | 34,354 | $1,126,907 | 0.33% |
| REGATTA CAPITAL GROUP, LLC | 21,741 | $713,160 | 0.25% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 24,550 | $805,309 | 0.24% |
| BAILARD, INC. | 175,282 | $5,749,740 | 0.22% |