ISHARES TR's ticker is XJR and the CUSIP is 46436E544. A total of 42 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 | 14,743 | $478,000 | 0.49% |
| Biltmore Family Office, LLC | 16,927 | $549,000 | 0.14% |
| Better Money Decisions, LLC | 4,611 | $149,000 | 0.13% |
| Armor Investment Advisors, LLC | 1,872 | $61,000 | 0.04% |
| JNBA Financial Advisors | 8,016 | $260,000 | 0.04% |
| PECAUT & CO. | 2,082 | $67,000 | 0.04% |
| Clarius Group, LLC | 6,770 | $219,000 | 0.02% |
| Avantax Planning Partners, Inc. | 14,300 | $464,000 | 0.02% |
| Cetera Advisors LLC | 17,096 | $554,000 | 0.01% |
| AdvisorNet Financial, Inc | 1,490 | $48,000 | 0.01% |