ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 203 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 330.65 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,387 | -57.5% | 116 | -52.1% | 0.01% | -54.5% |
| Q2 2023 | $26,806 | +134.4% | 242 | +142.0% | 0.01% | +83.3% |
| Q1 2023 | $11,437 | -14.7% | 100 | -19.4% | 0.01% | 0.0% |
| Q4 2022 | $13,414 | +570.7% | 124 | +588.9% | 0.01% | +500.0% |
| Q3 2022 | $2,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,000 | -33.3% | 18 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 18 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | – | 18 | – | 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% |