ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 96 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $17,000 | +6.2% | 114 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | -11.1% | 114 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $18,000 | -5.3% | 114 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $19,000 | 0.0% | 114 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $19,000 | 0.0% | 114 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $19,000 | -38.7% | 114 | -47.9% | 0.01% | -30.0% |
| Q4 2019 | $31,000 | -6.1% | 219 | 0.0% | 0.01% | -9.1% |
| Q3 2019 | $33,000 | +106.2% | 219 | +92.1% | 0.01% | +83.3% |
| Q2 2019 | $16,000 | 0.0% | 114 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $16,000 | +6.7% | 114 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $15,000 | – | 114 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Wealth Management | 34,209 | $5,077,000 | 3.86% |
| Richard Bernstein Advisors LLC | 618,243 | $91,748,000 | 1.77% |
| Krilogy Financial LLC | 115,276 | $17,107,000 | 1.72% |
| West Wealth Group, LLC | 22,857 | $3,392,000 | 1.28% |
| Ballew Advisors, Inc | 12,793 | $1,832,000 | 1.28% |
| Avalon Advisory Group | 15,639 | $2,321,000 | 1.14% |
| Crown Wealth Group, LLC | 7,496 | $1,112,000 | 1.03% |
| Spectrum Planning & Advisory Services Inc. | 7,173 | $1,064,000 | 0.97% |
| FIFTH THIRD SECURITIES, INC. | 59,891 | $8,888,000 | 0.97% |
| GenWealth Group, Inc. | 21,326 | $3,164,000 | 0.86% |