ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 46 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $698,037 | +20.2% | 20,609 | +26.4% | 0.22% | +5.9% |
Q2 2023 | $580,588 | -8.4% | 16,299 | -12.6% | 0.20% | -19.9% |
Q1 2023 | $633,708 | +10.3% | 18,644 | +6.5% | 0.26% | -39.8% |
Q4 2022 | $574,349 | +34.5% | 17,509 | +21.9% | 0.42% | +16.8% |
Q3 2022 | $427,000 | +18.9% | 14,360 | +22.2% | 0.36% | +3.1% |
Q2 2022 | $359,000 | +22.5% | 11,750 | +46.5% | 0.35% | +135.3% |
Q1 2022 | $293,000 | – | 8,018 | – | 0.15% | – |
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% |