ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 271 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $372,159 | -60.6% | 3,779 | -55.6% | 0.02% | -62.7% |
| Q2 2023 | $943,576 | +26.5% | 8,518 | +30.8% | 0.07% | +17.5% |
| Q1 2023 | $745,859 | -4.6% | 6,511 | -9.9% | 0.06% | -12.3% |
| Q4 2022 | $781,999 | +82.7% | 7,228 | +84.0% | 0.06% | +44.4% |
| Q3 2022 | $428,000 | -65.1% | 3,929 | -61.5% | 0.04% | -59.5% |
| Q2 2022 | $1,225,000 | -27.3% | 10,195 | -18.6% | 0.11% | -19.0% |
| Q1 2022 | $1,685,000 | +81.4% | 12,521 | +100.0% | 0.14% | +104.5% |
| Q4 2021 | $929,000 | +9.6% | 6,259 | +8.6% | 0.07% | -6.9% |
| Q3 2021 | $848,000 | – | 5,765 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Wealth Management | 34,209 | $5,077,000 | 3.86% |
| Richard Bernstein Advisors LLC | 618,243 | $91,748,000 | 1.77% |
| Krilogy Financial LLC | 115,276 | $17,107,000 | 1.72% |
| West Wealth Group, LLC | 22,857 | $3,392,000 | 1.28% |
| Ballew Advisors, Inc | 12,793 | $1,832,000 | 1.28% |
| Avalon Advisory Group | 15,639 | $2,321,000 | 1.14% |
| Crown Wealth Group, LLC | 7,496 | $1,112,000 | 1.03% |
| Spectrum Planning & Advisory Services Inc. | 7,173 | $1,064,000 | 0.97% |
| FIFTH THIRD SECURITIES, INC. | 59,891 | $8,888,000 | 0.97% |
| GenWealth Group, Inc. | 21,326 | $3,164,000 | 0.86% |