ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 76 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61,847 | -4.9% | 1,826 | 0.0% | 0.00% | – |
| Q2 2023 | $65,043 | +4.8% | 1,826 | 0.0% | 0.00% | – |
| Q1 2023 | $62,066 | +3.6% | 1,826 | 0.0% | 0.00% | – |
| Q4 2022 | $59,898 | +10.9% | 1,826 | 0.0% | 0.00% | – |
| Q3 2022 | $54,000 | +86.2% | 1,826 | +94.3% | 0.00% | – |
| Q2 2022 | $29,000 | -14.7% | 940 | 0.0% | 0.00% | – |
| Q1 2022 | $34,000 | -24.4% | 940 | -18.4% | 0.00% | – |
| Q4 2021 | $45,000 | – | 1,152 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 132,816 | $4,498,478 | 2.96% |
| Affiance Financial, LLC | 37,088 | $1,256,171 | 0.64% |
| Atlantic Private Wealth, LLC | 16,388 | $555,067 | 0.56% |
| Koss-Olinger Consulting, LLC | 101,014 | $3,421,000 | 0.50% |
| RVW Wealth, LLC | 96,902 | $3,282,071 | 0.40% |
| HILLTOP WEALTH ADVISORS, LLC | 13,955 | $472,656 | 0.37% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 28,130 | $952,763 | 0.27% |
| Better Money Decisions, LLC | 8,884 | $300,901 | 0.26% |
| Biltmore Family Office, LLC | 31,248 | $1,062,815 | 0.24% |
| BAILARD, INC. | 197,816 | $6,700,028 | 0.22% |