ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 237 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $337,457 | -11.1% | 3,427 | 0.0% | 0.04% | -13.0% |
| Q2 2023 | $379,609 | -3.3% | 3,427 | 0.0% | 0.05% | -6.1% |
| Q1 2023 | $392,529 | +5.9% | 3,427 | 0.0% | 0.05% | -2.0% |
| Q4 2022 | $370,733 | -0.6% | 3,427 | 0.0% | 0.05% | -7.4% |
| Q3 2022 | $373,000 | -10.1% | 3,427 | -0.9% | 0.05% | -14.3% |
| Q2 2022 | $415,000 | -10.0% | 3,457 | +0.9% | 0.06% | -6.0% |
| Q1 2022 | $461,000 | -9.4% | 3,427 | 0.0% | 0.07% | -1.5% |
| Q4 2021 | $509,000 | +1.0% | 3,427 | 0.0% | 0.07% | -1.4% |
| Q3 2021 | $504,000 | 0.0% | 3,427 | 0.0% | 0.07% | -6.8% |
| Q2 2021 | $504,000 | +5.0% | 3,427 | 0.0% | 0.07% | +5.7% |
| Q1 2021 | $480,000 | -12.1% | 3,427 | 0.0% | 0.07% | -18.6% |
| Q4 2020 | $546,000 | – | 3,427 | – | 0.09% | – |
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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% |