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 | $22,248,644 | -4.0% | 661,965 | +1.7% | 0.32% | -4.2% |
| Q2 2023 | $23,182,756 | +3.6% | 651,201 | +2.7% | 0.33% | -7.0% |
| Q1 2023 | $22,372,928 | +11.3% | 633,794 | +2.1% | 0.36% | +2.3% |
| Q4 2022 | $20,097,963 | -1.6% | 620,499 | -15.6% | 0.35% | -12.3% |
| Q3 2022 | $20,421,000 | +2.0% | 735,113 | +13.6% | 0.40% | +4.5% |
| Q2 2022 | $20,019,000 | -8.1% | 647,247 | +9.6% | 0.38% | +7.3% |
| Q1 2022 | $21,778,000 | +149.7% | 590,681 | +166.8% | 0.36% | +159.9% |
| Q4 2021 | $8,720,000 | +118.2% | 221,424 | +109.9% | 0.14% | +101.5% |
| Q3 2021 | $3,996,000 | +22.5% | 105,489 | +24.7% | 0.07% | +21.4% |
| Q2 2021 | $3,262,000 | +40.7% | 84,601 | +33.0% | 0.06% | +14.3% |
| Q1 2021 | $2,319,000 | +123.4% | 63,633 | +118.7% | 0.05% | +104.2% |
| Q4 2020 | $1,038,000 | +58.0% | 29,102 | +38.8% | 0.02% | +41.2% |
| Q3 2020 | $657,000 | – | 20,962 | – | 0.02% | – |
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% |