ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 359 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,545 | -2.5% | 39,568 | -0.9% | 0.00% | 0.0% |
| Q1 2024 | $1,584 | +7.9% | 39,947 | +2.2% | 0.00% | 0.0% |
| Q4 2023 | $1,468 | -17.2% | 39,088 | -25.9% | 0.00% | -33.3% |
| Q3 2023 | $1,772 | +62.7% | 52,729 | +72.3% | 0.01% | +100.0% |
| Q2 2023 | $1,089 | +25.0% | 30,597 | +24.0% | 0.00% | 0.0% |
| Q1 2023 | $871 | +27.9% | 24,671 | +17.4% | 0.00% | +50.0% |
| Q4 2022 | $681 | -99.8% | 21,021 | +60.8% | 0.00% | +100.0% |
| Q3 2022 | $404,000 | 0.0% | 13,071 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $404,000 | -9.6% | 13,071 | +7.9% | 0.00% | 0.0% |
| Q1 2022 | $447,000 | -36.4% | 12,116 | -32.1% | 0.00% | -50.0% |
| Q4 2021 | $703,000 | +14.1% | 17,852 | +9.7% | 0.00% | 0.0% |
| Q3 2021 | $616,000 | – | 16,270 | – | 0.00% | – |
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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% |