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 | $2,560 | -87.8% | 26 | -86.3% | 0.00% | -83.3% |
| Q2 2023 | $21,046 | +182.7% | 190 | +192.3% | 0.01% | +200.0% |
| Q1 2023 | $7,445 | +3315.1% | 65 | +3150.0% | 0.00% | – |
| Q4 2022 | $218 | -79.1% | 2 | -80.0% | 0.00% | – |
| Q3 2022 | $1,042 | -49.0% | 10 | -41.2% | 0.00% | -100.0% |
| Q2 2022 | $2,043 | -34.0% | 17 | -26.1% | 0.00% | 0.0% |
| Q1 2022 | $3,096 | -65.2% | 23 | -61.7% | 0.00% | -66.7% |
| Q4 2021 | $8,885 | +0.2% | 60 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,869 | – | 60 | – | 0.00% | – |
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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% |