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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $60,454 | -95.1% | 614 | -94.5% | 0.00% | -95.7% |
| Q2 2023 | $1,238,168 | +5.1% | 11,178 | +8.7% | 0.05% | 0.0% |
| Q1 2023 | $1,178,315 | +174984.0% | 10,287 | +65.4% | 0.05% | +21.1% |
| Q4 2022 | $673 | -99.9% | 6,221 | +25.2% | 0.04% | +15.2% |
| Q3 2022 | $541,000 | -56.1% | 4,969 | -51.5% | 0.03% | -35.3% |
| Q2 2022 | $1,232,000 | -21.8% | 10,253 | -12.1% | 0.05% | +21.4% |
| Q1 2022 | $1,576,000 | +172.7% | 11,669 | +199.6% | 0.04% | +223.1% |
| Q4 2021 | $578,000 | +2.7% | 3,895 | +1.7% | 0.01% | -13.3% |
| Q3 2021 | $563,000 | +19.3% | 3,829 | +19.1% | 0.02% | +15.4% |
| Q2 2021 | $472,000 | +16.3% | 3,214 | +2.9% | 0.01% | +18.2% |
| Q1 2021 | $406,000 | – | 3,122 | – | 0.01% | – |
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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% |