Relative Value Partners Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 124 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Relative Value Partners Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$211,808
-94.3%
6,539
-76.3%
0.02%
-94.2%
Q1 2022$3,701,000
+1323.5%
27,613
+318.2%
0.26%
+1327.8%
Q4 2021$260,000
-17.2%
6,603
-20.2%
0.02%
-25.0%
Q3 2021$314,000
+2.6%
8,278
+4.2%
0.02%0.0%
Q2 2021$306,000
-4.7%
7,948
-9.8%
0.02%
-11.1%
Q1 2021$321,000
+2.2%
8,8100.0%0.03%
-10.0%
Q4 2020$314,000
+14.2%
8,810
+0.4%
0.03%
+3.4%
Q3 2020$275,000
+20.1%
8,774
+12.9%
0.03%
+20.8%
Q2 2020$229,000
-26.1%
7,773
-35.2%
0.02%
-33.3%
Q1 2020$310,000
-16.0%
12,000
+5.1%
0.04%
+2.9%
Q4 2019$369,000
+9.5%
11,419
+0.7%
0.04%
+2.9%
Q3 2019$337,00011,3430.03%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Financial Strategies Group, Inc. 996,942$33,816,27010.67%
Cook Wealth, LLC 333,856$10,853,6558.33%
ENZI WEALTH 451,768$15,238,1358.08%
Unison Advisors LLC 1,945,674$65,394,1207.69%
Interchange Capital Partners, LLC 284,938$9,567,9837.60%
Retirement Planning Group, LLC 1,980,041$66,549,1947.07%
Dechtman Wealth Management, LLC 671,396$22,5666.68%
TOBIAS FINANCIAL ADVISORS, INC. 728,865$24,497,1526.43%
Integrity Financial Corp /WA 230,798$7,757,1175.86%
Allen Capital Group, LLC 968,656$32,081,8805.68%
View complete list of ISHARES TR shareholders