ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 313 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,853,941 | -5.5% | 47,476 | -4.0% | 0.06% | -10.4% |
| Q1 2024 | $1,960,891 | +4.6% | 49,443 | -0.9% | 0.07% | -8.2% |
| Q4 2023 | $1,874,414 | +15.0% | 49,905 | +2.9% | 0.07% | 0.0% |
| Q3 2023 | $1,629,647 | -4.9% | 48,487 | +0.8% | 0.07% | -3.9% |
| Q2 2023 | $1,712,964 | +2.0% | 48,117 | +1.1% | 0.08% | -7.3% |
| Q1 2023 | $1,680,005 | +0.7% | 47,592 | +0.1% | 0.08% | -2.4% |
| Q4 2022 | $1,668,920 | +25.9% | 47,548 | +9.4% | 0.08% | +12.0% |
| Q3 2022 | $1,326,000 | +179.2% | 43,476 | +196.0% | 0.08% | +177.8% |
| Q2 2022 | $475,000 | +1.7% | 14,689 | +15.9% | 0.03% | -10.0% |
| Q1 2022 | $467,000 | +14.5% | 12,677 | +22.5% | 0.03% | +7.1% |
| Q4 2021 | $408,000 | +1.5% | 10,348 | -2.4% | 0.03% | -15.2% |
| Q3 2021 | $402,000 | -0.7% | 10,605 | +0.9% | 0.03% | -8.3% |
| Q2 2021 | $405,000 | +26.2% | 10,509 | +19.1% | 0.04% | +2.9% |
| Q1 2021 | $321,000 | +6.3% | 8,822 | +7.4% | 0.04% | -12.5% |
| Q4 2020 | $302,000 | – | 8,213 | – | 0.04% | – |
Download | ||||||
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% |