ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 334 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.30 and the average weighting 0.4%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forum Financial Management, LP | 6,457,236 | $635,844,012 | 14.06% |
| Richard Bernstein Advisors LLC | 5,453,575 | $537,013,537 | 11.98% |
| Members Advisory Group LLC | 152,554 | $15,022,048 | 9.70% |
| Quantitative Strategies, Inc. | 102,239 | $10,067,515 | 6.77% |
| AVALON CAPITAL MANAGEMENT | 130,639 | $12,864,022 | 6.56% |
| Itau Unibanco Holding S.A. | 1,033,303 | $101,749,346 | 4.50% |
| SYON CAPITAL LLC | 347,894 | $34,257,106 | 4.26% |
| Cresta Advisors, Ltd. | 45,267 | $4,457,442 | 3.45% |
| BEAM WEALTH ADVISORS, INC. | 48,380 | $4,764,023 | 3.39% |
| LFA - Lugano Financial Advisors SA | 39,281 | $3,868,000 | 3.31% |
| Benedetti & Gucer, Inc. | 59,809 | $5,889,392 | 3.22% |
| Royal Harbor Partners, LLC | 60,348 | $5,942,468 | 3.09% |
| Bridge Advisory, LLC | 82,483 | $8,122,142 | 2.85% |
| RS CRUM INC. | 77,670 | $7,648,165 | 2.75% |
| Johnson Bixby & Associates, LLC | 124,725 | $12,281,676 | 2.56% |
| RiverFront Investment Group, LLC | 655,058 | $64,503 | 2.29% |
| SBB Research Group LLC | 12,822 | $1,262,582 | 2.25% |
| Congress Wealth Management LLC / DE / | 1,083,154 | $106,658,279 | 2.20% |
| AVAII WEALTH MANAGEMENT, LLC | 28,614 | $2,817,572 | 2.13% |
| Columbia Trust Co 01012016 | 34,322 | $3,379,687 | 1.96% |
External links
This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.