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 | $464,500 | -1.5% | 11,895 | 0.0% | 0.12% | +1.7% |
| Q1 2024 | $471,756 | +5.6% | 11,895 | 0.0% | 0.12% | -6.2% |
| Q4 2023 | $446,776 | +10.8% | 11,895 | -0.8% | 0.13% | +3.2% |
| Q3 2023 | $403,152 | -5.6% | 11,995 | 0.0% | 0.12% | -3.9% |
| Q2 2023 | $427,022 | +0.8% | 11,995 | 0.0% | 0.13% | -2.3% |
| Q1 2023 | $423,424 | +9.0% | 11,995 | 0.0% | 0.13% | +1.5% |
| Q4 2022 | $388,518 | +1010.1% | 11,995 | +1126.5% | 0.13% | +983.3% |
| Q4 2020 | $35,000 | +12.9% | 978 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $31,000 | +6.9% | 978 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $29,000 | -21.6% | 978 | -32.1% | 0.01% | -29.4% |
| Q1 2020 | $37,000 | – | 1,441 | – | 0.02% | – |
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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% |