ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 93 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $638,937 | +5.8% | 16,147 | +9.9% | 0.48% | +0.4% |
| Q1 2024 | $603,671 | +8.9% | 14,695 | -0.0% | 0.48% | +4.1% |
| Q4 2023 | $554,482 | +84.3% | 14,698 | +65.4% | 0.46% | +73.6% |
| Q3 2023 | $300,901 | -1.1% | 8,884 | +4.0% | 0.26% | +6.9% |
| Q2 2023 | $304,376 | +11.8% | 8,545 | +6.7% | 0.25% | +7.8% |
| Q1 2023 | $272,158 | +28.6% | 8,007 | +24.1% | 0.23% | +25.0% |
| Q4 2022 | $211,676 | +80.9% | 6,453 | +68.8% | 0.18% | +85.9% |
| Q2 2022 | $117,000 | – | 3,822 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 131,848 | $4,481,514 | 2.96% |
| RVW Wealth, LLC | 285,182 | $9,693,336 | 1.20% |
| Affiance Financial, LLC | 34,068 | $1,157,971 | 0.61% |
| Atlantic Private Wealth, LLC | 16,290 | $553,697 | 0.58% |
| Mascoma Wealth Management LLC | 44,899 | $1,511,288 | 0.44% |
| DOHJ, LLC | 15,972 | $542,877 | 0.28% |
| Fortis Capital Management LLC | 18,644 | $633,708 | 0.26% |
| REGATTA CAPITAL GROUP, LLC | 21,741 | $713,162 | 0.25% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 24,890 | $846,011 | 0.24% |
| BAILARD, INC. | 189,403 | $6,437,808 | 0.23% |