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 | $34,015 | -6.8% | 1,020 | 0.0% | 0.00% | – |
| Q2 2023 | $36,515 | -88.9% | 1,020 | -89.1% | 0.00% | -100.0% |
| Q1 2023 | $330,033 | +900.8% | 9,330 | +814.7% | 0.00% | – |
| Q4 2022 | $32,978 | +17.8% | 1,020 | 0.0% | 0.00% | – |
| Q3 2022 | $28,000 | -12.5% | 1,020 | 0.0% | 0.00% | – |
| Q2 2022 | $32,000 | -15.8% | 1,020 | 0.0% | 0.00% | – |
| Q1 2022 | $38,000 | -2.6% | 1,020 | 0.0% | 0.00% | – |
| Q3 2021 | $39,000 | 0.0% | 1,020 | 0.0% | 0.00% | – |
| Q2 2021 | $39,000 | +5.4% | 1,020 | 0.0% | 0.00% | – |
| Q1 2021 | $37,000 | +2.8% | 1,020 | 0.0% | 0.00% | – |
| Q4 2020 | $36,000 | +12.5% | 1,020 | 0.0% | 0.00% | – |
| Q3 2020 | $32,000 | +6.7% | 1,020 | 0.0% | 0.00% | – |
| Q2 2020 | $30,000 | +11.1% | 1,020 | 0.0% | 0.00% | – |
| Q1 2020 | $27,000 | -18.2% | 1,020 | 0.0% | 0.00% | – |
| Q4 2019 | $33,000 | – | 1,020 | – | 0.00% | – |
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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% |