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 | $36,681 | -4.9% | 1,083 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $38,577 | +4.8% | 1,083 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $36,811 | +3.6% | 1,083 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $35,525 | +11.0% | 1,083 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $32,000 | -3.0% | 1,083 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $33,000 | -17.5% | 1,083 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $40,000 | -4.8% | 1,083 | 0.0% | 0.01% | +9.1% |
| Q4 2021 | $42,000 | -10.6% | 1,083 | -16.5% | 0.01% | -21.4% |
| Q3 2021 | $47,000 | – | 1,297 | – | 0.01% | – |
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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% |