ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 153 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $508,000 | -86.3% | 12,900 | -86.8% | 0.08% | -85.2% |
| Q3 2021 | $3,705,000 | -1.8% | 97,800 | 0.0% | 0.56% | +7.7% |
| Q2 2021 | $3,771,000 | +5.7% | 97,800 | -0.1% | 0.52% | -2.4% |
| Q1 2021 | $3,566,000 | +2.2% | 97,855 | 0.0% | 0.53% | -0.4% |
| Q4 2020 | $3,490,000 | +13.8% | 97,855 | 0.0% | 0.53% | -2.6% |
| Q3 2020 | $3,066,000 | – | 97,855 | – | 0.55% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ENZI WEALTH | 541,218 | $17,638,000 | 8.64% |
| Interchange Capital Partners, LLC | 281,698 | $7,825,000 | 8.58% |
| Unison Advisors LLC | 1,528,389 | $42,458,000 | 7.86% |
| Richard P Slaughter Associates Inc | 611,136 | $16,977,000 | 7.10% |
| Integrity Financial Corp /WA | 239,422 | $6,651,000 | 6.97% |
| Retirement Planning Group, LLC | 1,796,875 | $49,917,000 | 6.28% |
| Allen Capital Group, LLC | 888,886 | $24,693,000 | 5.66% |
| BRR OpCo, LLC | 1,457,255 | $40,483,000 | 4.97% |
| TOBIAS FINANCIAL ADVISORS, INC. | 504,509 | $14,015,000 | 4.94% |
| Richard Bernstein Advisors LLC | 7,022,461 | $195,084,000 | 4.87% |