ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 230 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,054,012 | -18.7% | 90,866 | -13.8% | 0.01% | -20.0% |
| Q2 2023 | $3,754,212 | -12.4% | 105,455 | -13.1% | 0.02% | -21.1% |
| Q1 2023 | $4,285,995 | -13.8% | 121,416 | -20.9% | 0.02% | -24.0% |
| Q4 2022 | $4,970,018 | -20.8% | 153,443 | -32.0% | 0.02% | -32.4% |
| Q3 2022 | $6,273,000 | -24.4% | 225,816 | -15.8% | 0.04% | -30.2% |
| Q2 2022 | $8,295,000 | -33.9% | 268,186 | -21.2% | 0.05% | -34.6% |
| Q1 2022 | $12,553,000 | -46.9% | 340,471 | -43.2% | 0.08% | -50.0% |
| Q4 2021 | $23,626,000 | -31.6% | 599,938 | -34.2% | 0.16% | -43.6% |
| Q3 2021 | $34,526,000 | +4911.0% | 911,470 | +4999.1% | 0.29% | +4683.3% |
| Q2 2021 | $689,000 | -21.4% | 17,875 | -25.7% | 0.01% | -33.3% |
| Q1 2021 | $877,000 | – | 24,060 | – | 0.01% | – |
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% |