ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 31 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,448,806 | -25.4% | 64,912 | -33.0% | 0.27% | -32.1% |
| Q3 2023 | $3,282,071 | -30.1% | 96,902 | -26.5% | 0.40% | -28.5% |
| Q2 2023 | $4,698,580 | -51.5% | 131,907 | -53.7% | 0.55% | -53.9% |
| Q1 2023 | $9,693,336 | -40.8% | 285,182 | -42.8% | 1.20% | -42.3% |
| Q4 2022 | $16,362,693 | -0.5% | 498,820 | -9.8% | 2.08% | -9.7% |
| Q3 2022 | $16,441,000 | +14.3% | 553,002 | +17.6% | 2.31% | +19.7% |
| Q2 2022 | $14,386,000 | -19.2% | 470,382 | -3.4% | 1.93% | -6.3% |
| Q1 2022 | $17,806,000 | +3.8% | 486,841 | +10.3% | 2.06% | +7.3% |
| Q4 2021 | $17,158,000 | – | 441,526 | +3153.0% | 1.92% | – |
| Q3 2021 | $0 | – | 13,573 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 132,816 | $4,498,478 | 2.96% |
| Affiance Financial, LLC | 37,088 | $1,256,171 | 0.64% |
| Atlantic Private Wealth, LLC | 16,388 | $555,067 | 0.56% |
| Koss-Olinger Consulting, LLC | 101,014 | $3,421,000 | 0.50% |
| RVW Wealth, LLC | 96,902 | $3,282,071 | 0.40% |
| HILLTOP WEALTH ADVISORS, LLC | 13,955 | $472,656 | 0.37% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 28,130 | $952,763 | 0.27% |
| Better Money Decisions, LLC | 8,884 | $300,901 | 0.26% |
| Biltmore Family Office, LLC | 31,248 | $1,062,815 | 0.24% |
| BAILARD, INC. | 197,816 | $6,700,028 | 0.22% |