ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 296 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,454 | -6.0% | 1,471 | -0.4% | 0.01% | -12.5% |
| Q2 2023 | $52,595 | +1.8% | 1,477 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $51,672 | -86.0% | 1,472 | -85.1% | 0.01% | -86.7% |
| Q4 2021 | $370,000 | -49.2% | 9,854 | -47.6% | 0.06% | -54.2% |
| Q3 2021 | $728,000 | 0.0% | 18,816 | 0.0% | 0.13% | 0.0% |
| Q2 2021 | $728,000 | +7.4% | 18,816 | +1.1% | 0.13% | -2.2% |
| Q1 2021 | $678,000 | -1.7% | 18,614 | -3.8% | 0.13% | -6.3% |
| Q4 2020 | $690,000 | +13.7% | 19,354 | -0.2% | 0.14% | -15.4% |
| Q3 2020 | $607,000 | – | 19,390 | – | 0.17% | – |
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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% |