ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 203 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 330.65 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,651,679 | -7.3% | 37,084 | +4.2% | 0.19% | -8.7% |
| Q2 2023 | $3,941,154 | +35.9% | 35,580 | +40.5% | 0.21% | +17.0% |
| Q1 2023 | $2,900,772 | +50489.0% | 25,325 | +47683.0% | 0.18% | – |
| Q4 2022 | $5,734 | +14.7% | 53 | 0.0% | 0.00% | – |
| Q3 2022 | $5,000 | -80.0% | 53 | -69.4% | 0.00% | -100.0% |
| Q3 2021 | $25,000 | 0.0% | 173 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $25,000 | +4.2% | 173 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $24,000 | 0.0% | 173 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $24,000 | +2300.0% | 173 | +1630.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q3 2016 | $1,000 | -92.9% | 10 | -90.0% | 0.00% | -100.0% |
| Q1 2016 | $14,000 | – | 100 | – | 0.00% | – |
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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% |