ISHARES TR's ticker is XJR and the CUSIP is 46436E544. A total of 13 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $621,757 | -5.2% | 18,727 | 0.0% | 0.14% | +1.4% |
| Q2 2023 | $655,820 | +14.3% | 18,727 | +10.6% | 0.14% | +14.9% |
| Q1 2023 | $573,979 | +2.1% | 16,927 | 0.0% | 0.12% | +4.3% |
| Q4 2022 | $562,293 | +8.3% | 16,927 | 0.0% | 0.12% | -2.5% |
| Q3 2022 | $519,000 | -5.5% | 16,927 | 0.0% | 0.12% | -13.1% |
| Q2 2022 | $549,000 | +21.2% | 16,927 | +41.4% | 0.14% | +41.2% |
| Q1 2022 | $453,000 | +11.3% | 11,970 | +19.7% | 0.10% | +26.0% |
| Q4 2021 | $407,000 | +5.7% | 10,000 | 0.0% | 0.08% | -17.2% |
| Q3 2021 | $385,000 | – | 10,000 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlantic Private Wealth, LLC | 15,941 | $527,031 | 0.53% |
| Better Money Decisions, LLC | 15,278 | $505,108 | 0.44% |
| Optas, LLC | 13,539 | $447,895 | 0.15% |
| Biltmore Family Office, LLC | 18,727 | $621,757 | 0.14% |
| Veracity Capital LLC | 6,778 | $224,073 | 0.10% |
| MONECO Advisors, LLC | 9,916 | $327,834 | 0.09% |
| Armor Investment Advisors, LLC | 2,783 | $92,009 | 0.06% |
| JNBA Financial Advisors | 12,453 | $411,710 | 0.05% |
| Merriman Wealth Management, LLC | 23,823 | $790,703 | 0.04% |
| Avantax Planning Partners, Inc. | 18,325 | $605,845 | 0.02% |