ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |