ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 110 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $974,697 | +1.9% | 24,632 | +5.8% | 0.08% | -2.3% |
| Q1 2024 | $956,498 | +21.7% | 23,284 | +11.8% | 0.09% | +11.7% |
| Q4 2023 | $785,905 | +32.6% | 20,832 | +19.1% | 0.08% | +16.7% |
| Q3 2023 | $592,595 | +1.0% | 17,496 | +6.2% | 0.07% | +6.5% |
| Q2 2023 | $586,816 | +60.5% | 16,474 | +53.2% | 0.06% | +51.2% |
| Q1 2023 | $365,520 | +75.5% | 10,754 | +69.4% | 0.04% | +64.0% |
| Q4 2022 | $208,240 | – | 6,348 | – | 0.02% | – |
Download | ||||||
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% |