ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 375 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| 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% |