ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,311 | +4.4% | 68,771 | +10.6% | 0.09% | +6.0% |
Q2 2023 | $2,214 | -2.7% | 62,193 | -3.5% | 0.08% | -11.6% |
Q1 2023 | $2,276 | +14.4% | 64,474 | +5.0% | 0.10% | +6.7% |
Q4 2022 | $1,989 | -99.8% | 61,417 | +32.7% | 0.09% | +39.1% |
Q3 2022 | $1,286,000 | -9.2% | 46,290 | +1.1% | 0.06% | -5.9% |
Q2 2022 | $1,417,000 | +58.0% | 45,799 | +88.3% | 0.07% | +70.0% |
Q1 2022 | $897,000 | -7.0% | 24,328 | -0.6% | 0.04% | -7.0% |
Q4 2021 | $964,000 | +19.8% | 24,481 | +15.2% | 0.04% | +7.5% |
Q3 2021 | $805,000 | +33.3% | 21,256 | +35.8% | 0.04% | +29.0% |
Q2 2021 | $604,000 | +14.0% | 15,652 | +7.5% | 0.03% | +6.9% |
Q1 2021 | $530,000 | +69.9% | 14,555 | +66.6% | 0.03% | +52.6% |
Q4 2020 | $312,000 | +1055.6% | 8,739 | +897.6% | 0.02% | +850.0% |
Q3 2020 | $27,000 | – | 876 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Strategies Group, Inc. | 996,942 | $33,816,270 | 10.67% |
COOK WEALTH MANAGEMENT GROUP 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% |