ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,264,327 | -1.5% | 232,514 | -1.9% | 0.94% | -24.7% |
| Q1 2023 | $8,386,196 | -20.6% | 237,137 | -30.5% | 1.25% | -56.0% |
| Q2 2022 | $10,557,000 | +22.6% | 341,331 | +46.2% | 2.84% | +107.4% |
| Q1 2022 | $8,610,000 | -15.8% | 233,526 | -13.5% | 1.37% | -27.6% |
| Q3 2021 | $10,228,000 | -1.3% | 270,005 | +0.5% | 1.89% | -9.0% |
| Q2 2021 | $10,358,000 | +9.0% | 268,627 | +3.0% | 2.08% | -22.8% |
| Q1 2021 | $9,507,000 | -12.8% | 260,884 | -14.7% | 2.70% | -23.3% |
| Q4 2020 | $10,905,000 | +25.9% | 305,807 | +3.8% | 3.51% | -1.8% |
| Q3 2020 | $8,664,000 | – | 294,579 | – | 3.58% | – |
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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% |