ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 240 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |