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 | $370 | -98.5% | 11 | -98.4% | 0.00% | – |
| Q2 2023 | $24,956 | +1470.5% | 701 | +1457.8% | 0.00% | – |
| Q1 2023 | $1,589 | +9.0% | 45 | 0.0% | 0.00% | – |
| Q4 2022 | $1,458 | +45.8% | 45 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | -99.7% | 45 | -99.4% | 0.00% | -100.0% |
| Q1 2022 | $294,000 | -93.5% | 7,987 | -93.0% | 0.00% | -94.4% |
| Q4 2021 | $4,498,000 | +5.6% | 114,215 | +1.6% | 0.02% | -5.3% |
| Q3 2021 | $4,259,000 | -4.8% | 112,441 | -3.1% | 0.02% | -9.5% |
| Q2 2021 | $4,474,000 | +2.5% | 116,019 | -3.2% | 0.02% | -8.7% |
| Q1 2021 | $4,367,000 | -4.7% | 119,849 | -6.7% | 0.02% | -11.5% |
| Q4 2020 | $4,580,000 | +10309.1% | 128,424 | +9112.6% | 0.03% | – |
| Q3 2020 | $44,000 | +340.0% | 1,394 | +268.8% | 0.00% | – |
| Q1 2020 | $10,000 | -16.7% | 378 | 0.0% | 0.00% | – |
| Q4 2019 | $12,000 | 0.0% | 378 | -2.8% | 0.00% | – |
| Q3 2019 | $12,000 | 0.0% | 389 | 0.0% | 0.00% | – |
| Q2 2019 | $12,000 | – | 389 | – | 0.00% | – |
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% |