ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 264 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $117,000 | -10.0% | 4,216 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $130,000 | -14.5% | 4,216 | +2.4% | 0.01% | 0.0% |
| Q1 2022 | $152,000 | -6.2% | 4,119 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $162,000 | +5.2% | 4,119 | +1.1% | 0.02% | +7.1% |
| Q3 2021 | $154,000 | -1.9% | 4,076 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $157,000 | +6.8% | 4,076 | +1.2% | 0.02% | 0.0% |
| Q1 2021 | $147,000 | +2.1% | 4,026 | 0.0% | 0.02% | -6.2% |
| Q4 2020 | $144,000 | +15.2% | 4,026 | +0.6% | 0.02% | -5.9% |
| Q3 2020 | $125,000 | – | 4,000 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ENZI WEALTH | 541,218 | $17,638,000 | 8.64% |
| Interchange Capital Partners, LLC | 281,698 | $7,825,000 | 8.58% |
| Unison Advisors LLC | 1,528,389 | $42,458,000 | 7.86% |
| Richard P Slaughter Associates Inc | 611,136 | $16,977,000 | 7.10% |
| Integrity Financial Corp /WA | 239,422 | $6,651,000 | 6.97% |
| Retirement Planning Group, LLC | 1,796,875 | $49,917,000 | 6.28% |
| Allen Capital Group, LLC | 888,886 | $24,693,000 | 5.66% |
| BRR OpCo, LLC | 1,457,255 | $40,483,000 | 4.97% |
| TOBIAS FINANCIAL ADVISORS, INC. | 504,509 | $14,015,000 | 4.94% |
| Richard Bernstein Advisors LLC | 7,022,461 | $195,084,000 | 4.87% |