ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 427 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,289,569 | +339.7% | 135,456 | +346.5% | 0.17% | +307.3% |
| Q1 2024 | $1,203,062 | +64.0% | 30,334 | +51.9% | 0.04% | +51.9% |
| Q4 2023 | $733,724 | +3.2% | 19,976 | -5.6% | 0.03% | -20.6% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Valence8 US LP | 872,673 | $34,610,211 | 18.05% |
| Silver Coast Investments LLC | 835,478 | $33,135,058 | 13.54% |
| 49 WEALTH MANAGEMENT, LLC | 1,204,363 | $47,668,702 | 10.22% |
| Financial Strategies Group, Inc. | 960,006 | $37,709,050 | 10.13% |
| Cook Wealth, LLC | 370,341 | $14,161,830 | 8.52% |
| ENZI WEALTH | 461,193 | $17,626,785 | 8.28% |
| Longview Financial Advisors, Inc. | 277,934 | $11,022,856 | 8.27% |
| Unison Advisors LLC | 2,092,366 | $82,983,217 | 8.19% |
| Interchange Capital Partners, LLC | 277,962 | $11,014,434 | 7.43% |
| TOBIAS FINANCIAL ADVISORS, INC. | 774,256 | $30,706,984 | 6.96% |