ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| Financial Strategies Group, Inc. | 996,942 | $33,816,270 | 10.67% |
| Cook Wealth, LLC | 333,856 | $10,853,655 | 8.33% |
| ENZI WEALTH | 451,768 | $15,238,135 | 8.08% |
| Unison Advisors LLC | 1,945,674 | $65,394,120 | 7.69% |
| Interchange Capital Partners, LLC | 284,938 | $9,567,983 | 7.60% |
| Retirement Planning Group, LLC | 1,980,041 | $66,549,194 | 7.07% |
| Dechtman Wealth Management, LLC | 671,396 | $22,566 | 6.68% |
| TOBIAS FINANCIAL ADVISORS, INC. | 728,865 | $24,497,152 | 6.43% |
| Integrity Financial Corp /WA | 230,798 | $7,757,117 | 5.86% |
| Allen Capital Group, LLC | 968,656 | $32,081,880 | 5.68% |