ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 84 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $548,964 | +20.6% | 16,208 | +26.8% | 0.01% | 0.0% |
| Q2 2023 | $455,298 | +8.1% | 12,782 | +3.1% | 0.01% | +10.0% |
| Q1 2023 | $421,304 | +25.8% | 12,395 | +21.4% | 0.01% | +11.1% |
| Q4 2022 | $334,916 | +30.3% | 10,210 | +17.9% | 0.01% | +28.6% |
| Q3 2022 | $257,000 | +16.8% | 8,663 | +20.2% | 0.01% | +16.7% |
| Q2 2022 | $220,000 | – | 7,209 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 132,816 | $4,498,478 | 2.96% |
| Affiance Financial, LLC | 37,088 | $1,256,171 | 0.64% |
| Atlantic Private Wealth, LLC | 16,388 | $555,067 | 0.56% |
| Koss-Olinger Consulting, LLC | 101,014 | $3,421,000 | 0.50% |
| RVW Wealth, LLC | 96,902 | $3,282,071 | 0.40% |
| HILLTOP WEALTH ADVISORS, LLC | 13,955 | $472,656 | 0.37% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 28,130 | $952,763 | 0.27% |
| Better Money Decisions, LLC | 8,884 | $300,901 | 0.26% |
| Biltmore Family Office, LLC | 31,248 | $1,062,815 | 0.24% |
| BAILARD, INC. | 197,816 | $6,700,028 | 0.22% |