ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 363 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $520,414 | -11.1% | 5,285 | 0.0% | 0.01% | -11.1% |
| Q2 2023 | $585,419 | -3.3% | 5,285 | 0.0% | 0.01% | -10.0% |
| Q1 2023 | $605,344 | +165294.5% | 5,285 | +56.2% | 0.01% | +66.7% |
| Q4 2022 | $366 | -98.7% | 3,383 | +1303.7% | 0.01% | – |
| Q2 2022 | $29,000 | -37.0% | 241 | -29.1% | 0.00% | -100.0% |
| Q1 2022 | $46,000 | +39.4% | 340 | +51.8% | 0.00% | – |
| Q4 2021 | $33,000 | -85.6% | 224 | -85.7% | 0.00% | -100.0% |
| Q2 2016 | $229,000 | -90.0% | 1,562 | -90.4% | 0.01% | -89.8% |
| Q1 2016 | $2,293,000 | – | 16,207 | – | 0.10% | – |
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% |