ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 384 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $617,308 | -81.1% | 6,269 | -78.7% | 0.36% | -80.3% |
Q2 2023 | $3,261,304 | -1.3% | 29,442 | +2.0% | 1.84% | -5.6% |
Q1 2023 | $3,304,869 | -17.6% | 28,853 | -22.2% | 1.94% | -24.0% |
Q4 2022 | $4,011,306 | +55.1% | 37,080 | +56.2% | 2.56% | +43.3% |
Q3 2022 | $2,587,000 | -8.0% | 23,746 | +1.4% | 1.78% | -4.2% |
Q2 2022 | $2,812,000 | +11.0% | 23,408 | +24.4% | 1.86% | +26.2% |
Q1 2022 | $2,534,000 | +425.7% | 18,824 | +479.0% | 1.48% | +436.7% |
Q4 2021 | $482,000 | +25.8% | 3,251 | +24.9% | 0.28% | +15.5% |
Q3 2021 | $383,000 | – | 2,603 | – | 0.24% | – |
Download |
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% |