ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 275 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $854,473 | -11.9% | 7,899 | -11.3% | 1.17% | +19.0% |
| Q3 2022 | $970,000 | -10.5% | 8,906 | -1.2% | 0.98% | -13.3% |
| Q2 2022 | $1,084,000 | +3.7% | 9,018 | +16.1% | 1.13% | +18.3% |
| Q1 2022 | $1,045,000 | -1.8% | 7,765 | +8.3% | 0.96% | -1.2% |
| Q4 2021 | $1,064,000 | +7.7% | 7,173 | +6.7% | 0.97% | -0.1% |
| Q3 2021 | $988,000 | – | 6,720 | – | 0.97% | – |
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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% |