ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 363 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $102,519 | -97.7% | 1,041 | -97.4% | 0.01% | -97.5% |
| Q2 2023 | $4,489,480 | +14.7% | 40,530 | +18.6% | 0.48% | +11.5% |
| Q1 2023 | $3,914,403 | +13.7% | 34,175 | +19.2% | 0.43% | +3.4% |
| Q2 2022 | $3,443,000 | -0.9% | 28,660 | +11.0% | 0.41% | +19.1% |
| Q1 2022 | $3,476,000 | +375.5% | 25,826 | +424.3% | 0.35% | +374.0% |
| Q4 2021 | $731,000 | +5.5% | 4,926 | +4.5% | 0.07% | 0.0% |
| Q3 2021 | $693,000 | – | 4,714 | – | 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% |