ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 28 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,895,176 | +4.6% | 145,646 | +10.8% | 0.44% | +11.0% |
| Q2 2023 | $4,679,172 | +719.2% | 131,437 | +712.3% | 0.40% | +669.2% |
| Q1 2023 | $571,189 | +22802.5% | 16,181 | +20914.3% | 0.05% | – |
| Q4 2022 | $2,494 | -68.8% | 77 | -69.6% | 0.00% | -100.0% |
| Q2 2022 | $8,000 | +14.3% | 253 | +42.1% | 0.00% | – |
| Q1 2022 | $7,000 | 0.0% | 178 | 0.0% | 0.00% | – |
| Q4 2021 | $7,000 | 0.0% | 178 | -2.7% | 0.00% | – |
| Q3 2021 | $7,000 | 0.0% | 183 | 0.0% | 0.00% | – |
| Q2 2021 | $7,000 | 0.0% | 183 | 0.0% | 0.00% | – |
| Q1 2021 | $7,000 | 0.0% | 183 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $7,000 | 0.0% | 183 | -11.2% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | +16.7% | 206 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 206 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 206 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | +20.0% | 206 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | -97.6% | 206 | -97.1% | 0.00% | -96.2% |
| Q3 2018 | $210,000 | +1515.4% | 7,102 | +1464.3% | 0.03% | +1200.0% |
| Q2 2018 | $13,000 | – | 454 | – | 0.00% | – |
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% |