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 | $26,390 | -11.1% | 268 | 0.0% | 0.01% | -13.3% |
Q2 2023 | $29,686 | -3.3% | 268 | 0.0% | 0.02% | -6.2% |
Q1 2023 | $30,697 | +5.9% | 268 | 0.0% | 0.02% | -5.9% |
Q4 2022 | $28,992 | +31.8% | 268 | +34.0% | 0.02% | +30.8% |
Q3 2022 | $22,000 | -8.3% | 200 | 0.0% | 0.01% | -13.3% |
Q2 2022 | $24,000 | -11.1% | 200 | 0.0% | 0.02% | +15.4% |
Q1 2022 | $27,000 | +200.0% | 200 | +227.9% | 0.01% | +116.7% |
Q3 2021 | $9,000 | 0.0% | 61 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $9,000 | 0.0% | 61 | 0.0% | 0.01% | -14.3% |
Q1 2021 | $9,000 | -10.0% | 61 | 0.0% | 0.01% | -12.5% |
Q4 2020 | $10,000 | 0.0% | 61 | 0.0% | 0.01% | -20.0% |
Q3 2020 | $10,000 | – | 61 | – | 0.01% | – |
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% |