ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 10 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,472,000 | +16.0% | 46,649 | +9.2% | 0.01% | 0.0% |
| Q3 2019 | $1,269,000 | -56.6% | 42,733 | -55.8% | 0.01% | -57.1% |
| Q2 2019 | $2,922,000 | +39.3% | 96,774 | +34.5% | 0.02% | +31.2% |
| Q1 2019 | $2,098,000 | +262.3% | 71,937 | +220.7% | 0.02% | +220.0% |
| Q4 2018 | $579,000 | +2947.4% | 22,433 | +3460.8% | 0.01% | – |
| Q3 2018 | $19,000 | +280.0% | 630 | +236.9% | 0.00% | – |
| Q2 2018 | $5,000 | 0.0% | 187 | 0.0% | 0.00% | – |
| Q1 2018 | $5,000 | -16.7% | 187 | 0.0% | 0.00% | – |
| Q4 2017 | $6,000 | +20.0% | 187 | 0.0% | 0.00% | – |
| Q3 2017 | $5,000 | 0.0% | 187 | 0.0% | 0.00% | – |
| Q2 2017 | $5,000 | 0.0% | 187 | 0.0% | 0.00% | – |
| Q1 2017 | $5,000 | 0.0% | 187 | 0.0% | 0.00% | – |
| Q4 2016 | $5,000 | – | 187 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ENZI WEALTH | 541,218 | $17,638,000 | 8.64% |
| Interchange Capital Partners, LLC | 281,698 | $7,825,000 | 8.58% |
| Unison Advisors LLC | 1,528,389 | $42,458,000 | 7.86% |
| Richard P Slaughter Associates Inc | 611,136 | $16,977,000 | 7.10% |
| Integrity Financial Corp /WA | 239,422 | $6,651,000 | 6.97% |
| Retirement Planning Group, LLC | 1,796,875 | $49,917,000 | 6.28% |
| Allen Capital Group, LLC | 888,886 | $24,693,000 | 5.66% |
| BRR OpCo, LLC | 1,457,255 | $40,483,000 | 4.97% |
| TOBIAS FINANCIAL ADVISORS, INC. | 504,509 | $14,015,000 | 4.94% |
| Richard Bernstein Advisors LLC | 7,022,461 | $195,084,000 | 4.87% |