ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 264 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $807,000 | -83.3% | 21,886 | -82.2% | 0.00% | -81.8% |
| Q4 2021 | $4,843,000 | +11.6% | 122,992 | +7.3% | 0.01% | 0.0% |
| Q3 2021 | $4,340,000 | -10.3% | 114,576 | -8.6% | 0.01% | -15.4% |
| Q2 2021 | $4,836,000 | +21.2% | 125,404 | +14.5% | 0.01% | +18.2% |
| Q1 2021 | $3,990,000 | +13.4% | 109,484 | +11.0% | 0.01% | 0.0% |
| Q4 2020 | $3,518,000 | +17.6% | 98,662 | +3.3% | 0.01% | +10.0% |
| Q3 2020 | $2,991,000 | +11.7% | 95,480 | +4.8% | 0.01% | 0.0% |
| Q2 2020 | $2,678,000 | +15.0% | 91,074 | +1.1% | 0.01% | -9.1% |
| Q1 2020 | $2,329,000 | – | 90,090 | – | 0.01% | – |
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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% |