ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 309 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $55,817,937 | +87.5% | 1,660,752 | +98.6% | 0.27% | +133.6% |
| Q2 2023 | $29,776,351 | +4.5% | 836,426 | +4.7% | 0.12% | +73.1% |
| Q1 2023 | $28,502,292 | +15.6% | 798,976 | +5.0% | 0.07% | -57.6% |
| Q4 2022 | $24,654,620 | +19.3% | 761,192 | +2.4% | 0.16% | -36.3% |
| Q3 2022 | $20,660,000 | -7.7% | 743,681 | +2.8% | 0.25% | +0.4% |
| Q2 2022 | $22,382,000 | – | 723,609 | – | 0.25% | – |
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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% |