ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 271 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $308,113 | -73.0% | 3,129 | -69.6% | 0.02% | -73.7% |
| Q2 2023 | $1,140,360 | +19.3% | 10,295 | +23.4% | 0.06% | +9.6% |
| Q1 2023 | $955,911 | -7.8% | 8,346 | -12.9% | 0.05% | -17.5% |
| Q4 2022 | $1,036,802 | +55.0% | 9,584 | +72.3% | 0.06% | +40.0% |
| Q3 2022 | $669,000 | 0.0% | 5,564 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $669,000 | +48.7% | 5,564 | +83.6% | 0.04% | +66.7% |
| Q4 2021 | $450,000 | -3.4% | 3,030 | -4.4% | 0.03% | +80.0% |
| Q3 2021 | $466,000 | +468.3% | 3,168 | +469.8% | 0.02% | +400.0% |
| Q2 2021 | $82,000 | -1.2% | 556 | -6.1% | 0.00% | 0.0% |
| Q1 2021 | $83,000 | – | 592 | – | 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% |