ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 363 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $963,128 | -9.5% | 9,781 | +1.8% | 0.05% | -5.9% |
| Q2 2023 | $1,064,595 | +100.9% | 9,611 | +107.7% | 0.05% | +54.5% |
| Q1 2023 | $529,956 | +140.2% | 4,627 | +126.9% | 0.03% | +106.2% |
| Q4 2022 | $220,628 | -0.6% | 2,039 | 0.0% | 0.02% | -11.1% |
| Q3 2022 | $222,000 | -14.3% | 2,039 | -5.3% | 0.02% | -18.2% |
| Q2 2022 | $259,000 | -36.4% | 2,154 | -28.7% | 0.02% | -24.1% |
| Q1 2022 | $407,000 | +2807.1% | 3,020 | +3495.2% | 0.03% | +262.5% |
| Q2 2020 | $14,000 | – | 84 | – | 0.01% | – |
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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% |