ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 384 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78,449 | -65.5% | 796 | -61.2% | 0.00% | – |
| Q2 2023 | $227,078 | +2.7% | 2,050 | +6.2% | 0.00% | – |
| Q1 2023 | $221,176 | +56.5% | 1,931 | +47.9% | 0.00% | – |
| Q4 2022 | $141,283 | -17.4% | 1,306 | -17.0% | 0.00% | – |
| Q3 2022 | $171,000 | +327.5% | 1,574 | +367.1% | 0.00% | – |
| Q2 2022 | $40,000 | -11.1% | 337 | 0.0% | 0.00% | – |
| Q1 2022 | $45,000 | -10.0% | 337 | 0.0% | 0.00% | – |
| Q4 2021 | $50,000 | 0.0% | 337 | 0.0% | 0.00% | – |
| Q3 2021 | $50,000 | 0.0% | 337 | 0.0% | 0.00% | – |
| Q2 2021 | $50,000 | -76.6% | 337 | -77.9% | 0.00% | – |
| Q1 2021 | $214,000 | -7.4% | 1,528 | +5.5% | 0.00% | – |
| Q4 2020 | $231,000 | +126.5% | 1,449 | +135.6% | 0.00% | – |
| Q3 2020 | $102,000 | -1.0% | 615 | 0.0% | 0.00% | – |
| Q2 2020 | $103,000 | +139.5% | 615 | +137.5% | 0.00% | – |
| Q1 2020 | $43,000 | +16.2% | 259 | 0.0% | 0.00% | – |
| Q4 2019 | $37,000 | -2.6% | 259 | 0.0% | 0.00% | – |
| Q3 2019 | $38,000 | +81.0% | 259 | +58.9% | 0.00% | – |
| Q3 2018 | $21,000 | -46.2% | 163 | -45.7% | 0.00% | – |
| Q2 2018 | $39,000 | -64.2% | 300 | -63.5% | 0.00% | – |
| Q1 2018 | $109,000 | +395.5% | 821 | +403.7% | 0.00% | – |
| Q4 2017 | $22,000 | 0.0% | 163 | 0.0% | 0.00% | – |
| Q3 2017 | $22,000 | -51.1% | 163 | -50.3% | 0.00% | – |
| Q2 2017 | $45,000 | +18.4% | 328 | +15.1% | 0.00% | – |
| Q4 2016 | $38,000 | +850.0% | 285 | +819.4% | 0.00% | – |
| Q1 2016 | $4,000 | 0.0% | 31 | 0.0% | 0.00% | – |
| Q4 2015 | $4,000 | 0.0% | 31 | 0.0% | 0.00% | – |
| Q3 2015 | $4,000 | -95.4% | 31 | -95.1% | 0.00% | – |
| Q1 2015 | $87,000 | -1.1% | 630 | -3.5% | 0.00% | – |
| Q4 2014 | $88,000 | -4.3% | 653 | -7.4% | 0.00% | – |
| Q3 2014 | $92,000 | -6.1% | 705 | -7.5% | 0.00% | – |
| Q2 2014 | $98,000 | -2.0% | 762 | -3.9% | 0.00% | – |
| Q1 2014 | $100,000 | +7.5% | 793 | +2.7% | 0.00% | – |
| Q4 2013 | $93,000 | 0.0% | 772 | +3.8% | 0.00% | – |
| Q3 2013 | $93,000 | +22.4% | 744 | +23.8% | 0.00% | – |
| Q2 2013 | $76,000 | – | 601 | – | 0.00% | – |
Download | ||||||
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% |