ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 301 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $176,526 | -21.5% | 1,793 | -11.7% | 0.00% | 0.0% |
| Q2 2023 | $225,014 | +66.1% | 2,031 | +71.7% | 0.00% | 0.0% |
| Q1 2023 | $135,508 | +21.4% | 1,183 | +14.6% | 0.00% | – |
| Q4 2022 | $111,629 | -52.5% | 1,032 | -52.1% | 0.00% | -100.0% |
| Q3 2022 | $235,000 | +72.8% | 2,156 | +90.1% | 0.00% | 0.0% |
| Q2 2022 | $136,000 | +700.0% | 1,134 | +814.5% | 0.00% | – |
| Q1 2022 | $17,000 | -5.6% | 124 | 0.0% | 0.00% | – |
| Q4 2021 | $18,000 | +28.6% | 124 | +33.3% | 0.00% | – |
| Q3 2021 | $14,000 | 0.0% | 93 | 0.0% | 0.00% | – |
| Q2 2021 | $14,000 | -41.7% | 93 | -44.6% | 0.00% | – |
| Q1 2021 | $24,000 | -11.1% | 168 | 0.0% | 0.00% | – |
| Q4 2020 | $27,000 | -28.9% | 168 | -25.7% | 0.00% | – |
| Q2 2020 | $38,000 | 0.0% | 226 | 0.0% | 0.00% | – |
| Q1 2020 | $38,000 | +81.0% | 226 | +53.7% | 0.00% | – |
| Q4 2019 | $21,000 | -8.7% | 147 | -6.4% | 0.00% | – |
| Q3 2019 | $23,000 | -14.8% | 157 | -17.8% | 0.00% | – |
| Q2 2019 | $27,000 | +12.5% | 191 | +11.0% | 0.00% | – |
| Q1 2019 | $24,000 | – | 172 | – | 0.00% | – |
Download | ||||||
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% |