ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 275 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $802,327 | -41.0% | 7,243 | -39.0% | 0.30% | -46.1% |
Q1 2023 | $1,360,429 | +49.5% | 11,877 | +41.2% | 0.56% | +40.3% |
Q4 2022 | $909,842 | +34.4% | 8,410 | +35.3% | 0.40% | +24.1% |
Q3 2022 | $677,000 | -9.4% | 6,215 | -0.0% | 0.32% | -4.2% |
Q2 2022 | $747,000 | +5.1% | 6,216 | +17.7% | 0.33% | +18.4% |
Q1 2022 | $711,000 | – | 5,283 | – | 0.28% | – |
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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% |