ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 271 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $400,372 | -89.4% | 4,066 | -88.0% | 0.01% | -87.5% |
| Q2 2023 | $3,766,170 | -0.8% | 34,000 | +2.6% | 0.04% | -14.9% |
| Q1 2023 | $3,797,165 | +51.1% | 33,151 | +42.7% | 0.05% | -46.6% |
| Q4 2022 | $2,512,719 | +45.5% | 23,227 | +46.6% | 0.09% | +29.4% |
| Q3 2022 | $1,727,000 | +10.7% | 15,848 | +22.1% | 0.07% | +7.9% |
| Q2 2022 | $1,560,000 | +50.7% | 12,984 | +68.9% | 0.06% | +75.0% |
| Q1 2022 | $1,035,000 | +20600.0% | 7,687 | +26406.9% | 0.04% | – |
| Q2 2020 | $5,000 | – | 29 | – | 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% |