ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,347,687 | -6.0% | 159,110 | -0.4% | 0.06% | -3.3% |
| Q2 2023 | $5,688,168 | +4.2% | 159,780 | +3.3% | 0.06% | -1.6% |
| Q1 2023 | $5,459,251 | +14.7% | 154,653 | +5.2% | 0.06% | +8.9% |
| Q4 2022 | $4,760,941 | +33.9% | 146,988 | +14.9% | 0.06% | +19.1% |
| Q3 2022 | $3,555,000 | -0.2% | 127,981 | +11.1% | 0.05% | +4.4% |
| Q2 2022 | $3,563,000 | -16.1% | 115,197 | 0.0% | 0.04% | -2.2% |
| Q1 2022 | $4,247,000 | -40.1% | 115,197 | -36.0% | 0.05% | -39.5% |
| Q4 2021 | $7,085,000 | +78.3% | 179,925 | +71.5% | 0.08% | +65.2% |
| Q3 2021 | $3,974,000 | +73.5% | 104,920 | +76.7% | 0.05% | +70.4% |
| Q2 2021 | $2,290,000 | +3.9% | 59,388 | -1.8% | 0.03% | -3.6% |
| Q1 2021 | $2,205,000 | +6.9% | 60,500 | +4.6% | 0.03% | -12.5% |
| Q4 2020 | $2,062,000 | +17.1% | 57,833 | +2.9% | 0.03% | +3.2% |
| Q3 2020 | $1,761,000 | +20.0% | 56,210 | +12.7% | 0.03% | +14.8% |
| Q2 2020 | $1,467,000 | – | 49,873 | – | 0.03% | – |
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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% |