ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 372 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $909,554 | +20.4% | 27,062 | +27.5% | 0.21% | +19.8% |
| Q2 2023 | $755,503 | -7.2% | 21,222 | -7.9% | 0.17% | -16.9% |
| Q1 2023 | $813,806 | +8.2% | 23,054 | -0.7% | 0.21% | -15.5% |
| Q4 2022 | $751,901 | +16.6% | 23,214 | 0.0% | 0.24% | +12.9% |
| Q3 2022 | $645,000 | -9.8% | 23,214 | +0.4% | 0.22% | -6.5% |
| Q2 2022 | $715,000 | -12.3% | 23,122 | +4.6% | 0.23% | -2.9% |
| Q1 2022 | $815,000 | +80.3% | 22,105 | +92.5% | 0.24% | +83.8% |
| Q4 2021 | $452,000 | +11.9% | 11,481 | +7.7% | 0.13% | -1.5% |
| Q3 2021 | $404,000 | – | 10,659 | – | 0.13% | – |
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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% |