ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 121 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| Financial Strategies Group, Inc. | 996,942 | $33,816,270 | 10.67% |
| Cook Wealth, LLC | 333,856 | $10,853,655 | 8.33% |
| ENZI WEALTH | 451,768 | $15,238,135 | 8.08% |
| Unison Advisors LLC | 1,945,674 | $65,394,120 | 7.69% |
| Interchange Capital Partners, LLC | 284,938 | $9,567,983 | 7.60% |
| Retirement Planning Group, LLC | 1,980,041 | $66,549,194 | 7.07% |
| Dechtman Wealth Management, LLC | 671,396 | $22,566 | 6.68% |
| TOBIAS FINANCIAL ADVISORS, INC. | 728,865 | $24,497,152 | 6.43% |
| Integrity Financial Corp /WA | 230,798 | $7,757,117 | 5.86% |
| Allen Capital Group, LLC | 968,656 | $32,081,880 | 5.68% |