ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 337 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $555,372 | -7.5% | 16,524 | -2.1% | 0.04% | -5.0% |
Q2 2023 | $600,679 | +0.9% | 16,873 | +0.1% | 0.04% | 0.0% |
Q1 2023 | $595,158 | -3.6% | 16,860 | -11.6% | 0.04% | -9.1% |
Q4 2022 | $617,515 | +21.6% | 19,065 | +4.3% | 0.04% | +15.8% |
Q3 2022 | $508,000 | +12.6% | 18,285 | +49.6% | 0.04% | +26.7% |
Q1 2022 | $451,000 | -19.0% | 12,219 | -13.6% | 0.03% | -33.3% |
Q4 2021 | $557,000 | +3.1% | 14,143 | -0.8% | 0.04% | -4.3% |
Q3 2021 | $540,000 | -20.6% | 14,256 | -19.2% | 0.05% | -21.7% |
Q2 2021 | $680,000 | +1.2% | 17,639 | -4.4% | 0.06% | -10.4% |
Q1 2021 | $672,000 | +9.3% | 18,451 | +7.0% | 0.07% | -6.9% |
Q4 2020 | $615,000 | – | 17,248 | – | 0.07% | – |
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% |