ISHARES TR's ticker is XJR and the CUSIP is 46436E544. A total of 18 filers reported holding ISHARES TR in Q1 2022. 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 | 14,743 | $478,000 | 0.49% |
| Biltmore Family Office, LLC | 16,927 | $549,000 | 0.14% |
| Better Money Decisions, LLC | 4,611 | $149,000 | 0.13% |
| Armor Investment Advisors, LLC | 1,872 | $61,000 | 0.04% |
| JNBA Financial Advisors | 8,016 | $260,000 | 0.04% |
| PECAUT & CO. | 2,082 | $67,000 | 0.04% |
| Clarius Group, LLC | 6,770 | $219,000 | 0.02% |
| Avantax Planning Partners, Inc. | 14,300 | $464,000 | 0.02% |
| Cetera Advisors LLC | 17,096 | $554,000 | 0.01% |
| AdvisorNet Financial, Inc | 1,490 | $48,000 | 0.01% |