ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 296 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,840 | -10.8% | 709,310 | -5.5% | 0.09% | -4.3% |
| Q2 2023 | $26,716 | +20.4% | 750,443 | +19.4% | 0.09% | +2.2% |
| Q1 2023 | $22,188 | +10.1% | 628,563 | +1.1% | 0.09% | +16.7% |
| Q4 2022 | $20,147 | -99.9% | 622,002 | -18.3% | 0.08% | -14.3% |
| Q3 2022 | $21,138,000 | -4.5% | 760,884 | +6.8% | 0.09% | -9.0% |
| Q2 2022 | $22,144,000 | -6.6% | 712,487 | +10.8% | 0.10% | -1.0% |
| Q1 2022 | $23,718,000 | +17.2% | 643,280 | +25.2% | 0.10% | +27.8% |
| Q4 2021 | $20,237,000 | +9.9% | 513,880 | +5.7% | 0.08% | 0.0% |
| Q3 2021 | $18,413,000 | +1.9% | 486,089 | +3.7% | 0.08% | -1.2% |
| Q2 2021 | $18,074,000 | +14.8% | 468,715 | +8.5% | 0.08% | +3.9% |
| Q1 2021 | $15,748,000 | +38.3% | 432,149 | +35.3% | 0.08% | +40.0% |
| Q4 2020 | $11,389,000 | +74.9% | 319,379 | +53.7% | 0.06% | +48.6% |
| Q3 2020 | $6,512,000 | +7.5% | 207,851 | +0.9% | 0.04% | -2.6% |
| Q2 2020 | $6,060,000 | +83.0% | 206,036 | +60.9% | 0.04% | +46.2% |
| Q1 2020 | $3,311,000 | – | 128,083 | – | 0.03% | – |
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% |