ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,592,770 | +13.2% | 77,143 | +22.8% | 0.02% | +15.0% |
| Q2 2023 | $2,291,263 | +29.1% | 62,842 | +25.0% | 0.02% | +17.6% |
| Q1 2023 | $1,774,126 | +17.3% | 50,258 | +3.1% | 0.02% | -77.6% |
| Q4 2022 | $1,512,478 | +309.9% | 48,748 | +308.4% | 0.08% | +2433.3% |
| Q2 2022 | $369,000 | -51.0% | 11,936 | -41.6% | 0.00% | -50.0% |
| Q1 2022 | $753,000 | -90.1% | 20,422 | -89.4% | 0.01% | -89.5% |
| Q4 2021 | $7,622,000 | -35.8% | 193,542 | -38.3% | 0.06% | -25.0% |
| Q3 2021 | $11,880,000 | +116.7% | 313,618 | +120.6% | 0.08% | +58.3% |
| Q2 2021 | $5,481,000 | +41.2% | 142,144 | +33.4% | 0.05% | +29.7% |
| Q1 2021 | $3,883,000 | +59.4% | 106,555 | +55.9% | 0.04% | +48.0% |
| Q4 2020 | $2,436,000 | +565.6% | 68,335 | +476.2% | 0.02% | +316.7% |
| Q3 2019 | $366,000 | – | 11,859 | – | 0.01% | – |
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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% |