ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 240 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,999 | -5.7% | 7,468 | -0.2% | 0.03% | 0.0% |
| Q2 2023 | $266,288 | -9.4% | 7,480 | -10.2% | 0.03% | -17.5% |
| Q1 2023 | $293,873 | +10.5% | 8,325 | +1.4% | 0.04% | 0.0% |
| Q4 2022 | $265,890 | +13.1% | 8,209 | +29.0% | 0.04% | +17.6% |
| Q1 2022 | $235,000 | -6.4% | 6,365 | 0.0% | 0.03% | -17.1% |
| Q4 2021 | $251,000 | +4.1% | 6,365 | 0.0% | 0.04% | -26.8% |
| Q3 2021 | $241,000 | +6.2% | 6,365 | +8.3% | 0.06% | +5.7% |
| Q2 2021 | $227,000 | +6.1% | 5,875 | 0.0% | 0.05% | -11.7% |
| Q1 2021 | $214,000 | +1.9% | 5,875 | 0.0% | 0.06% | -6.2% |
| Q4 2020 | $210,000 | – | 5,875 | – | 0.06% | – |
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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% |