ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $413,653 | +12.4% | 12,771 | -3.5% | 0.32% | +6.2% |
| Q3 2022 | $368,000 | -32.4% | 13,232 | -4.3% | 0.30% | -7.6% |
| Q4 2021 | $544,000 | +5.0% | 13,822 | +1.1% | 0.33% | +0.6% |
| Q3 2021 | $518,000 | -5.3% | 13,677 | -10.9% | 0.33% | -20.6% |
| Q1 2021 | $547,000 | -10.8% | 15,345 | -21.6% | 0.41% | -21.4% |
| Q4 2020 | $613,000 | -15.0% | 19,581 | -20.2% | 0.52% | -19.8% |
| Q3 2020 | $721,000 | – | 24,530 | – | 0.65% | – |
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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% |