ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 237 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,744,006 | -2.9% | 15,744 | +0.4% | 0.74% | -11.3% |
| Q1 2023 | $1,796,554 | -18.7% | 15,685 | -23.2% | 0.83% | -24.2% |
| Q4 2022 | $2,209,280 | +27.3% | 20,422 | +28.2% | 1.10% | +24.8% |
| Q3 2022 | $1,735,000 | -15.3% | 15,927 | -6.6% | 0.88% | -7.4% |
| Q2 2022 | $2,049,000 | -25.8% | 17,056 | -16.9% | 0.95% | -13.4% |
| Q1 2022 | $2,761,000 | -18.6% | 20,514 | -10.3% | 1.10% | -14.0% |
| Q4 2021 | $3,392,000 | – | 22,857 | – | 1.28% | – |
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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% |