ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 363 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GenWealth Group, Inc. | 94,263 | $12,098,000 | 5.57% |
| JUNCTURE WEALTH STRATEGIES, LLC | 56,175 | $7,222,000 | 3.78% |
| Ifrah Financial Services, Inc. | 50,779 | $6,529,000 | 2.31% |
| Compagnie Lombard Odier SCmA | 348,235 | $44,773,000 | 1.57% |
| RiverFront Investment Group, LLC | 417,665 | $53,699,000 | 1.27% |
| Financial Gravity Asset Management, Inc. | 4,703 | $601,000 | 0.63% |
| Sage Capital Advisors,llc | 6,836 | $879,000 | 0.55% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 32,130 | $4,131,000 | 0.51% |
| Transamerica Financial Advisors, Inc. | 14,337 | $1,844,000 | 0.39% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 32,216 | $4,142,000 | 0.39% |