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% | – |
Download | ||||||
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% |