ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 375 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,986,096 | +2.3% | 1,606,251 | +7.8% | 1.80% | +3.0% |
| Q2 2023 | $52,787,485 | +1.8% | 1,490,220 | +1.5% | 1.75% | +0.3% |
| Q1 2023 | $51,845,310 | +44.6% | 1,468,706 | +32.7% | 1.75% | +39.5% |
| Q4 2022 | $35,847,945 | +5590.2% | 1,106,760 | +4780.5% | 1.25% | +5116.7% |
| Q3 2022 | $630,000 | +62.4% | 22,677 | +81.0% | 0.02% | +71.4% |
| Q2 2022 | $388,000 | -41.0% | 12,530 | -29.8% | 0.01% | -36.4% |
| Q1 2022 | $658,000 | +98.2% | 17,847 | +111.7% | 0.02% | +83.3% |
| Q4 2021 | $332,000 | +50.9% | 8,430 | +45.2% | 0.01% | +33.3% |
| Q3 2021 | $220,000 | 0.0% | 5,804 | +1.7% | 0.01% | 0.0% |
| Q2 2021 | $220,000 | +69.2% | 5,709 | +60.1% | 0.01% | +50.0% |
| Q1 2021 | $130,000 | – | 3,567 | – | 0.01% | – |
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% |