ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 76 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shira Ridge Wealth Management | 132,816 | $4,498,478 | 2.96% |
Affiance Financial, LLC | 37,088 | $1,256,171 | 0.64% |
Atlantic Private Wealth, LLC | 16,388 | $555,067 | 0.56% |
Koss-Olinger Consulting, LLC | 101,014 | $3,421,000 | 0.50% |
RVW Wealth, LLC | 96,902 | $3,282,071 | 0.40% |
HILLTOP WEALTH ADVISORS, LLC | 13,955 | $472,656 | 0.37% |
GOULD ASSET MANAGEMENT LLC /CA/ | 28,130 | $952,763 | 0.27% |
Better Money Decisions, LLC | 8,884 | $300,901 | 0.26% |
Biltmore Family Office, LLC | 31,248 | $1,062,815 | 0.24% |
BAILARD, INC. | 197,816 | $6,700,028 | 0.22% |