ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 85 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,650,491 | +10.1% | 92,254 | +14.3% | 0.00% | 0.0% |
| Q1 2024 | $3,314,499 | +9.4% | 80,684 | +0.4% | 0.00% | 0.0% |
| Q4 2023 | $3,030,600 | +88.8% | 80,334 | +69.5% | 0.00% | 0.0% |
| Q3 2023 | $1,605,404 | +34.0% | 47,399 | +40.9% | 0.00% | 0.0% |
| Q2 2023 | $1,198,413 | +4.8% | 33,644 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,143,560 | -47.6% | 33,644 | -49.4% | 0.00% | 0.0% |
| Q4 2022 | $2,181,058 | +10.3% | 66,490 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,977,000 | -2.8% | 66,490 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,033,000 | -16.4% | 66,490 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,432,000 | -2.3% | 66,490 | +3.8% | 0.00% | 0.0% |
| Q4 2021 | $2,489,000 | +15.0% | 64,039 | +6.9% | 0.00% | 0.0% |
| Q3 2021 | $2,165,000 | +39.9% | 59,904 | +43.6% | 0.00% | 0.0% |
| Q2 2021 | $1,547,000 | – | 41,720 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 131,848 | $4,481,514 | 2.96% |
| RVW Wealth, LLC | 285,182 | $9,693,336 | 1.20% |
| Affiance Financial, LLC | 34,068 | $1,157,971 | 0.61% |
| Atlantic Private Wealth, LLC | 16,290 | $553,697 | 0.58% |
| Mascoma Wealth Management LLC | 44,899 | $1,511,288 | 0.44% |
| DOHJ, LLC | 15,972 | $542,877 | 0.28% |
| Fortis Capital Management LLC | 18,644 | $633,708 | 0.26% |
| REGATTA CAPITAL GROUP, LLC | 21,741 | $713,162 | 0.25% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 24,890 | $846,011 | 0.24% |
| BAILARD, INC. | 189,403 | $6,437,808 | 0.23% |