ISHARES TR's ticker is XJR and the CUSIP is 46436E544. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $505,108 | +13.5% | 15,278 | +20.2% | 0.44% | +22.6% |
| Q2 2023 | $445,139 | +6.2% | 12,711 | +2.9% | 0.36% | +2.5% |
| Q1 2023 | $418,981 | +47.5% | 12,356 | +44.5% | 0.35% | +43.9% |
| Q4 2022 | $284,086 | +40.6% | 8,552 | +29.9% | 0.25% | +24.9% |
| Q3 2022 | $202,000 | +35.6% | 6,582 | +42.7% | 0.20% | +56.3% |
| Q2 2022 | $149,000 | – | 4,611 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlantic Private Wealth, LLC | 14,743 | $478,000 | 0.49% |
| Biltmore Family Office, LLC | 16,927 | $549,000 | 0.14% |
| Better Money Decisions, LLC | 4,611 | $149,000 | 0.13% |
| Armor Investment Advisors, LLC | 1,872 | $61,000 | 0.04% |
| JNBA Financial Advisors | 8,016 | $260,000 | 0.04% |
| PECAUT & CO. | 2,082 | $67,000 | 0.04% |
| Clarius Group, LLC | 6,770 | $219,000 | 0.02% |
| Avantax Planning Partners, Inc. | 14,300 | $464,000 | 0.02% |
| Cetera Advisors LLC | 17,096 | $554,000 | 0.01% |
| AdvisorNet Financial, Inc | 1,490 | $48,000 | 0.01% |