ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 230 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,823 | -5.6% | 203 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,227 | +0.9% | 203 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,166 | +9.0% | 203 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6,575 | -75.6% | 203 | -79.3% | 0.00% | -80.0% |
| Q3 2022 | $27,000 | -20.6% | 979 | -11.6% | 0.01% | -16.7% |
| Q2 2022 | $34,000 | -47.7% | 1,107 | -37.1% | 0.01% | -40.0% |
| Q1 2022 | $65,000 | -5.8% | 1,760 | 0.0% | 0.01% | -9.1% |
| Q4 2021 | $69,000 | +3.0% | 1,760 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $67,000 | -1.5% | 1,760 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $68,000 | 0.0% | 1,760 | -6.3% | 0.01% | -15.4% |
| Q1 2021 | $68,000 | +1.5% | 1,879 | 0.0% | 0.01% | -7.1% |
| Q4 2020 | $67,000 | +13.6% | 1,879 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $59,000 | +7.3% | 1,879 | 0.0% | 0.01% | +27.3% |
| Q2 2020 | $55,000 | +12.2% | 1,879 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $49,000 | -22.2% | 1,879 | -3.9% | 0.01% | -15.4% |
| Q4 2019 | $63,000 | +8.6% | 1,955 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $58,000 | -1.7% | 1,955 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $59,000 | +3.5% | 1,955 | 0.0% | 0.01% | +8.3% |
| Q1 2019 | $57,000 | – | 1,955 | – | 0.01% | – |
Download | ||||||
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% |