ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 309 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,451,989 | +36.6% | 578,756 | +44.7% | 0.28% | +37.0% |
| Q2 2023 | $14,238,754 | -19.8% | 399,965 | -20.5% | 0.21% | -23.0% |
| Q1 2023 | $17,762,254 | +378384.0% | 503,180 | +247.3% | 0.27% | +264.9% |
| Q4 2022 | $4,693 | -99.9% | 144,875 | -6.5% | 0.07% | +1.4% |
| Q3 2022 | $4,302,000 | -38.4% | 154,865 | -31.4% | 0.07% | -33.0% |
| Q2 2022 | $6,979,000 | -71.9% | 225,641 | -66.6% | 0.11% | -69.4% |
| Q1 2022 | $24,873,000 | +104.9% | 674,610 | +118.8% | 0.36% | +123.9% |
| Q4 2021 | $12,140,000 | – | 308,290 | – | 0.16% | – |
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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% |