ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 352 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,345 | +2.0% | 69,767 | +8.1% | 0.36% | +4.3% |
| Q2 2023 | $2,298 | -99.9% | 64,557 | +0.3% | 0.35% | -6.5% |
| Q1 2023 | $2,271,626 | +22.6% | 64,352 | +12.5% | 0.37% | +13.4% |
| Q4 2022 | $1,853,583 | +14.6% | 57,227 | -1.7% | 0.33% | -2.4% |
| Q3 2022 | $1,617,000 | +13.6% | 58,205 | +26.5% | 0.34% | +16.7% |
| Q2 2022 | $1,424,000 | -4.9% | 46,027 | +13.3% | 0.29% | +6.3% |
| Q1 2022 | $1,498,000 | +78.1% | 40,629 | +90.3% | 0.27% | +78.3% |
| Q4 2021 | $841,000 | +167.8% | 21,347 | +157.7% | 0.15% | +145.2% |
| Q3 2021 | $314,000 | +10.2% | 8,285 | +12.2% | 0.06% | +10.7% |
| Q2 2021 | $285,000 | – | 7,385 | – | 0.06% | – |
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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% |