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 | $48,228,165 | -3.1% | 1,434,935 | +2.7% | 2.86% | -4.9% |
| Q2 2023 | $49,750,858 | +0.3% | 1,397,496 | -0.5% | 3.00% | -6.3% |
| Q1 2023 | $49,593,217 | +11.3% | 1,404,907 | +2.1% | 3.21% | -0.3% |
| Q4 2022 | $44,562,065 | +62.9% | 1,375,797 | +39.7% | 3.22% | +38.1% |
| Q3 2022 | $27,359,000 | +1183.3% | 984,845 | +1328.8% | 2.33% | +1138.3% |
| Q2 2022 | $2,132,000 | -83.8% | 68,930 | -80.7% | 0.19% | -82.9% |
| Q1 2022 | $13,182,000 | +183.1% | 357,524 | +202.4% | 1.10% | +172.5% |
| Q4 2021 | $4,656,000 | – | 118,220 | – | 0.40% | – |
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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% |