ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 41 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,204 | -4.9% | 7,771 | 0.0% | 0.03% | -8.3% |
| Q2 2023 | $276,806 | +4.7% | 7,771 | -0.1% | 0.04% | 0.0% |
| Q1 2023 | $264,272 | +6.0% | 7,775 | +2.3% | 0.04% | -32.1% |
| Q4 2022 | $249,203 | -3.4% | 7,597 | -12.5% | 0.05% | -8.6% |
| Q3 2022 | $258,000 | -3.0% | 8,684 | 0.0% | 0.06% | +3.6% |
| Q2 2022 | $266,000 | -16.4% | 8,684 | 0.0% | 0.06% | -6.7% |
| Q1 2022 | $318,000 | +12.0% | 8,684 | +19.0% | 0.06% | +11.1% |
| Q4 2021 | $284,000 | +26.2% | 7,299 | +17.0% | 0.05% | +14.9% |
| Q3 2021 | $225,000 | +6.6% | 6,237 | +9.7% | 0.05% | +6.8% |
| Q2 2021 | $211,000 | – | 5,683 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 132,816 | $4,498,478 | 2.96% |
| Affiance Financial, LLC | 37,088 | $1,256,171 | 0.64% |
| Atlantic Private Wealth, LLC | 16,388 | $555,067 | 0.56% |
| Koss-Olinger Consulting, LLC | 101,014 | $3,421,000 | 0.50% |
| RVW Wealth, LLC | 96,902 | $3,282,071 | 0.40% |
| HILLTOP WEALTH ADVISORS, LLC | 13,955 | $472,656 | 0.37% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 28,130 | $952,763 | 0.27% |
| Better Money Decisions, LLC | 8,884 | $300,901 | 0.26% |
| Biltmore Family Office, LLC | 31,248 | $1,062,815 | 0.24% |
| BAILARD, INC. | 197,816 | $6,700,028 | 0.22% |