MA Private Wealth - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 334 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.30 and the average weighting 0.4%.

Quarter-by-quarter ownership
MA Private Wealth ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,689,994
-74.9%
27,318
-71.8%
0.64%
-74.4%
Q2 2023$10,718,076
-3.5%
96,760
-0.3%
2.48%
-8.0%
Q1 2023$11,111,961
+34.6%
97,014
+27.1%
2.70%
+35.7%
Q4 2022$8,256,89276,3251.99%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Bridge Advisory, LLC 123,868$16,674,0007.28%
Pacific Wealth Management 34,851$4,691,0004.18%
Ballew Advisors, Inc 25,472$3,236,0002.47%
CMH Wealth Management LLC 51,393$6,918,0002.13%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 38,055$5,123,0001.82%
Richard Bernstein Advisors LLC 656,820$87,896,0001.74%
Krilogy Financial LLC 116,734$15,714,0001.61%
ONE Advisory Partners, LLC 18,824$2,534,0001.48%
High Falls Advisors, Inc 36,031$4,850,0001.30%
Horst & Graben Wealth Management LLC 35,047$4,718,0001.15%
View complete list of ISHARES TR shareholders