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 | $455,486 | -50.2% | 4,112 | -48.5% | 0.30% | -53.0% |
| Q1 2023 | $914,716 | +317.3% | 7,986 | +440.7% | 0.63% | +335.9% |
| Q4 2022 | $219,187 | -75.2% | 1,477 | -81.8% | 0.14% | -76.6% |
| Q3 2022 | $885,000 | +296.9% | 8,127 | +440.0% | 0.62% | +324.7% |
| Q2 2022 | $223,000 | -82.8% | 1,505 | -84.4% | 0.15% | -82.3% |
| Q1 2022 | $1,295,000 | +480.7% | 9,617 | +539.0% | 0.82% | +479.6% |
| Q4 2021 | $223,000 | – | 1,505 | – | 0.14% | – |
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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% |