SIMON QUICK ADVISORS, LLC - ISHARES TR ownership

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
SIMON QUICK ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$253,034
-8.9%
7,168
-16.4%
0.03%
-18.2%
Q4 2022$277,692
+17.7%
8,573
+0.9%
0.03%0.0%
Q3 2022$236,0008,4940.03%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
ENZI WEALTH 541,218$17,638,0008.64%
Interchange Capital Partners, LLC 281,698$7,825,0008.58%
Unison Advisors LLC 1,528,389$42,458,0007.86%
Richard P Slaughter Associates Inc 611,136$16,977,0007.10%
Integrity Financial Corp /WA 239,422$6,651,0006.97%
Retirement Planning Group, LLC 1,796,875$49,917,0006.28%
Allen Capital Group, LLC 888,886$24,693,0005.66%
BRR OpCo, LLC 1,457,255$40,483,0004.97%
TOBIAS FINANCIAL ADVISORS, INC. 504,509$14,015,0004.94%
Richard Bernstein Advisors LLC 7,022,461$195,084,0004.87%
View complete list of ISHARES TR shareholders