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 | $37,260 | -15.9% | 385 | -3.8% | 0.03% | -11.8% |
| Q2 2023 | $44,308 | -7.5% | 400 | -4.3% | 0.03% | -8.1% |
| Q1 2023 | $47,878 | +13.5% | 418 | +7.2% | 0.04% | +8.8% |
| Q4 2022 | $42,190 | +0.5% | 390 | 0.0% | 0.03% | -5.6% |
| Q3 2022 | $42,000 | -12.5% | 390 | -1.8% | 0.04% | -7.7% |
| Q2 2022 | $48,000 | -7.7% | 397 | +1.8% | 0.04% | +5.4% |
| Q1 2022 | $52,000 | 0.0% | 390 | +11.1% | 0.04% | +2.8% |
| Q4 2021 | $52,000 | – | 351 | – | 0.04% | – |
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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% |