ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 348 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $7,012,209 | +198.8% | 61,516 | +182.0% | 3.45% | +189.3% |
| Q3 2022 | $2,347,000 | -8.0% | 21,812 | +3.4% | 1.19% | -3.2% |
| Q2 2022 | $2,551,000 | +65.8% | 21,095 | +71.8% | 1.23% | +73.9% |
| Q1 2022 | $1,539,000 | +257.9% | 12,277 | +312.5% | 0.71% | +293.9% |
| Q4 2021 | $430,000 | +19.8% | 2,976 | +22.7% | 0.18% | +13.9% |
| Q3 2021 | $359,000 | – | 2,425 | – | 0.16% | – |
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% |