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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,403,044 | -1.8% | 21,694 | +1.5% | 1.23% | -6.4% |
| Q1 2023 | $2,448,047 | -35.4% | 21,373 | -35.3% | 1.31% | -35.7% |
| Q4 2022 | $3,792,301 | +26.3% | 33,009 | +16.1% | 2.04% | +16.8% |
| Q3 2022 | $3,003,000 | +21.4% | 28,435 | +41.3% | 1.74% | +29.7% |
| Q2 2022 | $2,473,000 | +28.1% | 20,122 | +25.4% | 1.34% | +21.0% |
| Q1 2022 | $1,930,000 | +129.2% | 16,049 | +183.0% | 1.11% | +157.4% |
| Q4 2021 | $842,000 | – | 5,672 | – | 0.43% | – |
Download | ||||||
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% |