ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 375 filers reported holding ISHARES TR in Q2 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 ↓ |
|---|---|---|---|
| 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% |