ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 46 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $89,312 | -2.7% | 907 | +9.4% | 0.00% | – |
| Q2 2023 | $91,828 | -38.3% | 829 | -36.2% | 0.00% | -100.0% |
| Q1 2023 | $148,787 | +68782.9% | 1,299 | +64850.0% | 0.00% | – |
| Q4 2022 | $216 | -78.4% | 2 | -71.4% | 0.00% | – |
| Q2 2021 | $1,000 | -80.0% | 7 | -80.6% | 0.00% | – |
| Q4 2014 | $5,000 | -44.4% | 36 | -48.6% | 0.00% | – |
| Q2 2014 | $9,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q1 2014 | $9,000 | -10.0% | 70 | -17.6% | 0.00% | – |
| Q4 2013 | $10,000 | -28.6% | 85 | -22.7% | 0.00% | – |
| Q3 2013 | $14,000 | +180.0% | 110 | +175.0% | 0.00% | – |
| Q2 2013 | $5,000 | – | 40 | – | 0.00% | – |
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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% |