ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 334 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.30 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $739,525 | +25.6% | 7,574 | +36.4% | 0.08% | +26.2% |
| Q2 2023 | $588,618 | -47.4% | 5,553 | -43.2% | 0.06% | -45.4% |
| Q1 2023 | $1,118,941 | +68.7% | 9,769 | +59.3% | 0.12% | +52.6% |
| Q4 2022 | $663,360 | +39.1% | 6,132 | +33.9% | 0.08% | +34.5% |
| Q3 2022 | $477,000 | -88.0% | 4,580 | -84.5% | 0.06% | -87.4% |
| Q1 2022 | $3,966,000 | -5.3% | 29,466 | +1.5% | 0.46% | -13.5% |
| Q4 2021 | $4,189,000 | – | 29,029 | – | 0.53% | – |
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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% |