ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 41 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,062,815 | -4.5% | 31,248 | 0.0% | 0.24% | +2.6% |
| Q2 2023 | $1,113,066 | +32.8% | 31,248 | +26.8% | 0.24% | +32.8% |
| Q1 2023 | $837,955 | +3.6% | 24,653 | 0.0% | 0.18% | +6.6% |
| Q4 2022 | $808,687 | -6.2% | 24,653 | -14.9% | 0.17% | -15.7% |
| Q3 2022 | $862,000 | -2.7% | 28,981 | 0.0% | 0.20% | -10.9% |
| Q2 2022 | $886,000 | +94.7% | 28,981 | +132.8% | 0.22% | +127.8% |
| Q1 2022 | $455,000 | +12.6% | 12,449 | +19.7% | 0.10% | +26.0% |
| Q4 2021 | $404,000 | +7.4% | 10,400 | 0.0% | 0.08% | -15.4% |
| Q3 2021 | $376,000 | – | 10,400 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RVW Wealth, LLC | 441,526 | $17,158,000 | 1.92% |
| Laurel Wealth Planning LLC | 46,869 | $1,821,000 | 1.38% |
| Mascoma Wealth Management LLC | 39,496 | $1,535,000 | 0.53% |
| Atlantic Private Wealth, LLC | 9,055 | $352,000 | 0.31% |
| JNBA Financial Advisors | 30,207 | $1,174,000 | 0.14% |
| REGATTA CAPITAL GROUP, LLC | 10,260 | $399,000 | 0.14% |
| Blankinship & Foster, LLC | 6,272 | $244,000 | 0.09% |
| Biltmore Family Office, LLC | 10,400 | $404,000 | 0.08% |
| Sound View Wealth Advisors Group, LLC | 7,299 | $284,000 | 0.05% |
| McKinley Carter Wealth Services, Inc. | 13,674 | $531,000 | 0.04% |