ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 127 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,687 | +461.6% | 139 | +531.8% | 0.00% | – |
| Q2 2023 | $2,437 | -75.0% | 22 | -74.1% | 0.00% | – |
| Q1 2023 | $9,736 | +309.1% | 85 | +286.4% | 0.00% | – |
| Q4 2022 | $2,380 | -70.2% | 22 | -68.6% | 0.00% | – |
| Q3 2022 | $8,000 | +166.7% | 70 | +218.2% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 22 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 22 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 22 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | -95.9% | 22 | -95.7% | 0.00% | -100.0% |
| Q4 2019 | $74,000 | +89.7% | 513 | +86.5% | 0.00% | 0.0% |
| Q2 2019 | $39,000 | -11.4% | 275 | -21.4% | 0.00% | 0.0% |
| Q2 2013 | $44,000 | – | 350 | – | 0.00% | – |
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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% |