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 | $145,061 | -1.6% | 4,316 | +4.3% | 0.11% | +1.9% |
Q2 2023 | $147,348 | -5.8% | 4,139 | -6.6% | 0.11% | -9.2% |
Q1 2023 | $156,450 | +14.7% | 4,432 | +5.2% | 0.12% | +10.2% |
Q4 2022 | $136,427 | +340.1% | 4,212 | +276.1% | 0.11% | +315.4% |
Q3 2022 | $31,000 | +47.6% | 1,120 | +66.7% | 0.03% | +52.9% |
Q2 2022 | $21,000 | -30.0% | 672 | -17.2% | 0.02% | -15.0% |
Q1 2022 | $30,000 | +76.5% | 812 | +86.7% | 0.02% | +100.0% |
Q4 2021 | $17,000 | – | 435 | – | 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% |