ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 372 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $820,080 | -50.6% | 23,231 | -54.7% | 0.06% | -54.3% |
| Q4 2022 | $1,660,544 | +7.8% | 51,267 | -7.5% | 0.14% | -14.8% |
| Q3 2022 | $1,540,000 | -3.6% | 55,418 | +7.3% | 0.16% | +11.7% |
| Q2 2022 | $1,597,000 | -58.0% | 51,645 | -50.0% | 0.14% | -53.1% |
| Q1 2022 | $3,806,000 | +319.6% | 103,228 | +348.1% | 0.31% | +375.4% |
| Q4 2021 | $907,000 | +9.1% | 23,035 | +5.0% | 0.06% | -8.5% |
| Q3 2021 | $831,000 | +20.3% | 21,943 | +22.4% | 0.07% | +16.4% |
| Q2 2021 | $691,000 | – | 17,929 | – | 0.06% | – |
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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% |