ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 337 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,182,146 | -0.9% | 154,185 | +5.0% | 0.59% | +2.2% |
| Q2 2023 | $5,229,557 | +6.5% | 146,898 | +5.6% | 0.58% | +0.7% |
| Q1 2023 | $4,910,272 | +15.1% | 139,101 | +5.6% | 0.58% | +10.3% |
| Q4 2022 | $4,265,251 | +19.4% | 131,684 | +2.4% | 0.52% | +8.1% |
| Q3 2022 | $3,571,000 | -2.5% | 128,538 | +8.6% | 0.48% | -6.0% |
| Q2 2022 | $3,661,000 | -22.1% | 118,364 | -7.1% | 0.52% | -7.4% |
| Q1 2022 | $4,700,000 | -5.7% | 127,477 | +0.8% | 0.56% | -0.2% |
| Q4 2021 | $4,982,000 | -3.6% | 126,500 | -7.3% | 0.56% | -12.6% |
| Q3 2021 | $5,168,000 | +3.7% | 136,435 | +5.6% | 0.64% | +4.8% |
| Q2 2021 | $4,984,000 | +13.4% | 129,260 | +7.2% | 0.61% | +5.2% |
| Q1 2021 | $4,395,000 | +8.6% | 120,602 | +6.3% | 0.58% | +2.8% |
| Q4 2020 | $4,047,000 | +35.6% | 113,482 | +19.2% | 0.56% | +19.8% |
| Q3 2020 | $2,984,000 | +23.2% | 95,241 | +15.6% | 0.47% | +13.6% |
| Q2 2020 | $2,423,000 | +26.7% | 82,397 | +11.4% | 0.41% | +3.2% |
| Q1 2020 | $1,912,000 | -0.3% | 73,981 | +24.6% | 0.40% | +25.8% |
| Q4 2019 | $1,917,000 | +164.8% | 59,353 | +143.3% | 0.32% | +148.4% |
| Q3 2019 | $724,000 | – | 24,390 | – | 0.13% | – |
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% |