ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 296 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $710,909 | -9.1% | 21,152 | -3.7% | 0.03% | -17.1% |
| Q2 2023 | $782,079 | +2.9% | 21,969 | +2.0% | 0.04% | -6.8% |
| Q1 2023 | $760,389 | +5.1% | 21,541 | -3.6% | 0.04% | -10.2% |
| Q4 2022 | $723,465 | +22.6% | 22,336 | +5.2% | 0.05% | +8.9% |
| Q3 2022 | $590,000 | -17.3% | 21,241 | -7.9% | 0.04% | -18.2% |
| Q2 2022 | $713,000 | -23.7% | 23,059 | -8.9% | 0.06% | -15.4% |
| Q1 2022 | $934,000 | -11.9% | 25,319 | -6.0% | 0.06% | -14.5% |
| Q4 2021 | $1,060,000 | -2.8% | 26,925 | -6.5% | 0.08% | -7.3% |
| Q3 2021 | $1,091,000 | +2.9% | 28,808 | +4.8% | 0.08% | -2.4% |
| Q2 2021 | $1,060,000 | +14.7% | 27,499 | +8.4% | 0.08% | -2.3% |
| Q1 2021 | $924,000 | – | 25,358 | – | 0.09% | – |
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% |