ISHARES TR's ticker is XJR and the CUSIP is 46436E544. A total of 38 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,057,029 | +41.0% | 31,972 | +49.4% | 0.00% | – |
| Q2 2023 | $749,673 | +3.3% | 21,407 | 0.0% | 0.00% | – |
| Q1 2023 | $725,892 | -47.7% | 21,407 | -48.7% | 0.00% | -100.0% |
| Q4 2022 | $1,387,379 | +8.3% | 41,765 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,281,000 | -5.4% | 41,765 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,354,000 | -14.4% | 41,765 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,582,000 | -2.0% | 41,765 | +5.2% | 0.00% | 0.0% |
| Q4 2021 | $1,614,000 | +14.1% | 39,685 | +8.0% | 0.00% | 0.0% |
| Q3 2021 | $1,414,000 | +46.2% | 36,740 | +51.5% | 0.00% | – |
| Q2 2021 | $967,000 | – | 24,243 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlantic Private Wealth, LLC | 8,552 | $324,000 | 0.31% |
| Elwood & Goetz Wealth Advisory Group, LLC | 8,921 | $338,000 | 0.10% |
| Biltmore Family Office, LLC | 11,970 | $453,000 | 0.10% |
| Armor Investment Advisors, LLC | 1,893 | $72,000 | 0.04% |
| PECAUT & CO. | 2,141 | $81,000 | 0.04% |
| Avantax Planning Partners, Inc. | 15,094 | $572,000 | 0.02% |
| JNBA Financial Advisors | 4,583 | $174,000 | 0.02% |
| Cetera Advisors LLC | 13,829 | $524,000 | 0.01% |
| AdvisorNet Financial, Inc | 1,490 | $56,000 | 0.00% |
| FRANKLIN RESOURCES INC | 41,765 | $1,582,000 | 0.00% |