ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 46 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,287,534 | +262.5% | 38,014 | +281.2% | 0.00% | – |
| Q2 2023 | $355,167 | +7.7% | 9,971 | +2.7% | 0.00% | – |
| Q1 2023 | $329,907 | +45.6% | 9,706 | +40.5% | 0.00% | – |
| Q4 2022 | $226,596 | -33.4% | 6,908 | -39.7% | 0.00% | – |
| Q3 2022 | $340,000 | +34.4% | 11,461 | +38.7% | 0.00% | – |
| Q2 2022 | $253,000 | +17.7% | 8,263 | +40.4% | 0.00% | – |
| Q1 2022 | $215,000 | +121.6% | 5,884 | +136.2% | 0.00% | – |
| Q4 2021 | $97,000 | +1516.7% | 2,491 | +1299.4% | 0.00% | – |
| Q1 2021 | $6,000 | – | 178 | – | 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% |