ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 46 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $342,095 | -21.2% | 10,100 | -17.1% | 0.11% | -21.0% |
| Q2 2023 | $434,185 | -39.1% | 12,189 | -43.9% | 0.14% | -45.7% |
| Q1 2023 | $713,162 | +0.0% | 21,741 | 0.0% | 0.25% | 0.0% |
| Q4 2022 | $713,160 | -22.4% | 21,741 | -27.6% | 0.25% | -32.4% |
| Q3 2022 | $919,000 | 0.0% | 30,039 | 0.0% | 0.38% | -14.2% |
| Q2 2022 | $919,000 | +9.0% | 30,039 | +30.4% | 0.44% | +50.5% |
| Q1 2022 | $843,000 | +111.3% | 23,041 | +124.6% | 0.29% | +107.9% |
| Q4 2021 | $399,000 | – | 10,260 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RVW Wealth, LLC | 441,526 | $17,158,000 | 1.92% |
| Laurel Wealth Planning LLC | 46,869 | $1,821,000 | 1.38% |
| Mascoma Wealth Management LLC | 39,496 | $1,535,000 | 0.53% |
| Atlantic Private Wealth, LLC | 9,055 | $352,000 | 0.31% |
| JNBA Financial Advisors | 30,207 | $1,174,000 | 0.14% |
| REGATTA CAPITAL GROUP, LLC | 10,260 | $399,000 | 0.14% |
| Blankinship & Foster, LLC | 6,272 | $244,000 | 0.09% |
| Biltmore Family Office, LLC | 10,400 | $404,000 | 0.08% |
| Sound View Wealth Advisors Group, LLC | 7,299 | $284,000 | 0.05% |
| McKinley Carter Wealth Services, Inc. | 13,674 | $531,000 | 0.04% |