ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,405,337 | -22.4% | 71,566 | -17.8% | 0.02% | -19.2% |
| Q2 2023 | $3,099,645 | -12.3% | 87,069 | -13.1% | 0.03% | -16.1% |
| Q1 2023 | $3,535,478 | -9.5% | 100,155 | -16.9% | 0.03% | -13.9% |
| Q4 2022 | $3,904,887 | +433.5% | 120,558 | +357.6% | 0.04% | +140.0% |
| Q3 2022 | $732,000 | +13.7% | 26,343 | +26.4% | 0.02% | +50.0% |
| Q2 2022 | $644,000 | -8.9% | 20,837 | +8.7% | 0.01% | 0.0% |
| Q1 2022 | $707,000 | -7.5% | 19,166 | -1.2% | 0.01% | -9.1% |
| Q4 2021 | $764,000 | +23.4% | 19,407 | +18.9% | 0.01% | +10.0% |
| Q3 2021 | $619,000 | -1.9% | 16,328 | -0.3% | 0.01% | 0.0% |
| Q2 2021 | $631,000 | +193.5% | 16,370 | +177.7% | 0.01% | +150.0% |
| Q1 2021 | $215,000 | -62.9% | 5,895 | -63.8% | 0.00% | -63.6% |
| Q4 2020 | $580,000 | – | 16,272 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Strategies Group, Inc. | 996,942 | $33,816,270 | 10.67% |
| Cook Wealth, LLC | 333,856 | $10,853,655 | 8.33% |
| ENZI WEALTH | 451,768 | $15,238,135 | 8.08% |
| Unison Advisors LLC | 1,945,674 | $65,394,120 | 7.69% |
| Interchange Capital Partners, LLC | 284,938 | $9,567,983 | 7.60% |
| Retirement Planning Group, LLC | 1,980,041 | $66,549,194 | 7.07% |
| Dechtman Wealth Management, LLC | 671,396 | $22,566 | 6.68% |
| TOBIAS FINANCIAL ADVISORS, INC. | 728,865 | $24,497,152 | 6.43% |
| Integrity Financial Corp /WA | 230,798 | $7,757,117 | 5.86% |
| Allen Capital Group, LLC | 968,656 | $32,081,880 | 5.68% |