ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $692 | -4.7% | 20,596 | -8.1% | 0.03% | -13.5% |
| Q4 2022 | $726 | -99.9% | 22,415 | -38.4% | 0.04% | -31.5% |
| Q3 2022 | $1,010,000 | -41.6% | 36,363 | -34.9% | 0.05% | -41.3% |
| Q2 2022 | $1,728,000 | -26.2% | 55,874 | -6.0% | 0.09% | +46.0% |
| Q4 2021 | $2,340,000 | -6.1% | 59,420 | -9.6% | 0.06% | -37.0% |
| Q3 2021 | $2,491,000 | +73.2% | 65,755 | +76.3% | 0.10% | +38.9% |
| Q2 2021 | $1,438,000 | +99.7% | 37,288 | +88.8% | 0.07% | +84.6% |
| Q1 2021 | $720,000 | -31.8% | 19,745 | -45.0% | 0.04% | -53.0% |
| Q2 2020 | $1,055,000 | +422.3% | 35,877 | +474.2% | 0.08% | +388.2% |
| Q4 2019 | $202,000 | – | 6,248 | – | 0.02% | – |
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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% |