ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 14 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Valence8 US LP | 872,673 | $34,610,211 | 18.05% |
| Silver Coast Investments LLC | 835,478 | $33,135,058 | 13.54% |
| 49 WEALTH MANAGEMENT, LLC | 1,204,363 | $47,668,702 | 10.22% |
| Financial Strategies Group, Inc. | 960,006 | $37,709,050 | 10.13% |
| Cook Wealth, LLC | 370,341 | $14,161,830 | 8.52% |
| ENZI WEALTH | 461,193 | $17,626,785 | 8.28% |
| Longview Financial Advisors, Inc. | 277,934 | $11,022,856 | 8.27% |
| Unison Advisors LLC | 2,092,366 | $82,983,217 | 8.19% |
| Interchange Capital Partners, LLC | 277,962 | $11,014,434 | 7.43% |
| TOBIAS FINANCIAL ADVISORS, INC. | 774,256 | $30,706,984 | 6.96% |