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 | $1,675,664 | -67.1% | 17,017 | -63.0% | 0.37% | -65.4% |
| Q2 2023 | $5,099,255 | -1.8% | 46,035 | +1.5% | 1.07% | -10.5% |
| Q1 2023 | $5,193,888 | -4.0% | 45,346 | -9.4% | 1.20% | -2.9% |
| Q4 2022 | $5,412,637 | +56.8% | 50,034 | +74.2% | 1.24% | +33.8% |
| Q2 2022 | $3,451,000 | +16.5% | 28,720 | +30.5% | 0.92% | +27.4% |
| Q1 2022 | $2,962,000 | +39.1% | 22,005 | +53.4% | 0.72% | +34.3% |
| Q4 2021 | $2,129,000 | +37.2% | 14,344 | +35.9% | 0.54% | +18.7% |
| Q3 2021 | $1,552,000 | – | 10,553 | – | 0.46% | – |
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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% |