ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,121,895 | -6.4% | 182,145 | -0.8% | 0.01% | 0.0% |
| Q2 2023 | $6,539,551 | -6.1% | 183,695 | -6.9% | 0.01% | -16.7% |
| Q1 2023 | $6,962,622 | -2.6% | 197,241 | -10.6% | 0.01% | -14.3% |
| Q4 2022 | $7,147,742 | -12.2% | 220,680 | -24.7% | 0.01% | -12.5% |
| Q3 2022 | $8,144,000 | -24.2% | 293,165 | -15.6% | 0.01% | -27.3% |
| Q2 2022 | $10,741,000 | -30.2% | 347,289 | -16.8% | 0.01% | -15.4% |
| Q1 2022 | $15,397,000 | -17.6% | 417,591 | -12.0% | 0.01% | -13.3% |
| Q4 2021 | $18,691,000 | +142.0% | 474,626 | +132.7% | 0.02% | +114.3% |
| Q3 2021 | $7,725,000 | +3.7% | 203,940 | +5.5% | 0.01% | 0.0% |
| Q2 2021 | $7,451,000 | +22.1% | 193,237 | +15.4% | 0.01% | +16.7% |
| Q1 2021 | $6,100,000 | +7.7% | 167,389 | +5.4% | 0.01% | 0.0% |
| Q4 2020 | $5,665,000 | +18.7% | 158,857 | +4.3% | 0.01% | 0.0% |
| Q3 2020 | $4,772,000 | +6.0% | 152,303 | -0.5% | 0.01% | 0.0% |
| Q2 2020 | $4,502,000 | -62.2% | 153,091 | -66.8% | 0.01% | -68.4% |
| Q1 2020 | $11,911,000 | +6.5% | 460,783 | +33.0% | 0.02% | +35.7% |
| Q4 2019 | $11,183,000 | +31.3% | 346,328 | +20.6% | 0.01% | +16.7% |
| Q3 2019 | $8,520,000 | -0.2% | 287,078 | +1.5% | 0.01% | 0.0% |
| Q2 2019 | $8,536,000 | – | 282,737 | – | 0.01% | – |
Download | ||||||
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% |