ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 264 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $987,374 | +1.1% | 29,378 | +7.1% | 0.00% | 0.0% |
| Q2 2023 | $976,283 | +4.6% | 27,424 | +3.7% | 0.00% | 0.0% |
| Q1 2023 | $933,509 | -4.5% | 26,445 | -12.3% | 0.00% | 0.0% |
| Q4 2022 | $977,094 | +29.2% | 30,167 | +10.9% | 0.00% | 0.0% |
| Q3 2022 | $756,000 | +0.9% | 27,203 | +12.4% | 0.00% | 0.0% |
| Q2 2022 | $749,000 | -18.2% | 24,210 | -2.6% | 0.00% | 0.0% |
| Q1 2022 | $916,000 | +4.8% | 24,858 | +12.0% | 0.00% | 0.0% |
| Q4 2021 | $874,000 | -0.9% | 22,204 | -4.6% | 0.00% | -50.0% |
| Q3 2021 | $882,000 | +3.6% | 23,286 | +5.5% | 0.00% | 0.0% |
| Q2 2021 | $851,000 | +8.3% | 22,064 | +2.4% | 0.00% | 0.0% |
| Q1 2021 | $786,000 | +1.2% | 21,556 | -1.1% | 0.00% | 0.0% |
| Q4 2020 | $777,000 | – | 21,794 | – | 0.00% | – |
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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% |