ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 306 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,620,817 | +0.6% | 67,114 | +2.2% | 0.01% | -20.0% |
| Q1 2024 | $2,605,467 | -6.5% | 65,695 | -11.4% | 0.01% | 0.0% |
| Q4 2023 | $2,786,514 | -8.8% | 74,188 | -18.4% | 0.01% | -16.7% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Valence8 US LP | 872,673 | $34,610,211 | 18.05% |
| Silver Coast Investments LLC | 835,478 | $33,135,058 | 13.54% |
| 49 WEALTH MANAGEMENT, LLC | 1,204,363 | $47,668,702 | 10.22% |
| Financial Strategies Group, Inc. | 960,006 | $37,709,050 | 10.13% |
| Cook Wealth, LLC | 370,341 | $14,161,830 | 8.52% |
| ENZI WEALTH | 461,193 | $17,626,785 | 8.28% |
| Longview Financial Advisors, Inc. | 277,934 | $11,022,856 | 8.27% |
| Unison Advisors LLC | 2,092,366 | $82,983,217 | 8.19% |
| Interchange Capital Partners, LLC | 277,962 | $11,014,434 | 7.43% |
| TOBIAS FINANCIAL ADVISORS, INC. | 774,256 | $30,706,984 | 6.96% |