ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 337 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $225,237 | -9.6% | 6,327 | -10.3% | 0.06% | -15.2% |
| Q1 2023 | $249,079 | -11.1% | 7,056 | -18.4% | 0.07% | -17.5% |
| Q4 2022 | $280,208 | -2.7% | 8,651 | -16.6% | 0.08% | -9.1% |
| Q3 2022 | $288,000 | -29.9% | 10,374 | -21.9% | 0.09% | -26.7% |
| Q2 2022 | $411,000 | -32.5% | 13,279 | -19.6% | 0.12% | -25.9% |
| Q1 2022 | $609,000 | -6.3% | 16,512 | 0.0% | 0.16% | -4.1% |
| Q4 2021 | $650,000 | +5.0% | 16,512 | +1.1% | 0.17% | -3.4% |
| Q3 2021 | $619,000 | – | 16,333 | – | 0.18% | – |
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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% |