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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $423,375 | -40.2% | 3,693 | -40.6% | 0.17% | -55.0% |
| Q4 2022 | $708,537 | +50.8% | 6,216 | +38.2% | 0.37% | +41.3% |
| Q3 2022 | $470,000 | +24.0% | 4,498 | +47.9% | 0.26% | +32.0% |
| Q2 2022 | $379,000 | +19.6% | 3,041 | +17.2% | 0.20% | +13.0% |
| Q1 2022 | $317,000 | -10.5% | 2,595 | +2.9% | 0.18% | -46.7% |
| Q4 2021 | $354,000 | +56.6% | 2,521 | +66.5% | 0.33% | +60.4% |
| Q3 2021 | $226,000 | -66.5% | 1,514 | -66.0% | 0.21% | +39.9% |
| Q2 2021 | $675,000 | – | 4,448 | – | 0.15% | – |
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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% |