ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 296 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $23,725 | +9.0% | 672 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $21,769 | +20.9% | 672 | +0.9% | 0.01% | +11.1% |
Q3 2022 | $18,000 | -14.3% | 666 | 0.0% | 0.01% | +12.5% |
Q2 2022 | $21,000 | -12.5% | 666 | +2.3% | 0.01% | -69.2% |
Q1 2022 | $24,000 | -7.7% | 651 | 0.0% | 0.03% | +36.8% |
Q4 2021 | $26,000 | +8.3% | 651 | +1.1% | 0.02% | 0.0% |
Q3 2021 | $24,000 | – | 644 | – | 0.02% | – |
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% |