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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,100,769 | +4.2% | 32,751 | +10.3% | 0.14% | +7.5% |
| Q2 2023 | $1,056,595 | -0.2% | 29,680 | -1.1% | 0.13% | -7.0% |
| Q1 2023 | $1,059,048 | +6.8% | 30,001 | -2.0% | 0.14% | +0.7% |
| Q4 2022 | $991,501 | +17.3% | 30,611 | +0.6% | 0.14% | +10.9% |
| Q3 2022 | $845,000 | -24.0% | 30,422 | -15.4% | 0.13% | -8.6% |
| Q2 2022 | $1,112,000 | -16.1% | 35,958 | +0.1% | 0.14% | -7.9% |
| Q1 2022 | $1,325,000 | -5.4% | 35,938 | +1.1% | 0.15% | -1.3% |
| Q4 2021 | $1,400,000 | +8.2% | 35,549 | +4.0% | 0.15% | -1.3% |
| Q3 2021 | $1,294,000 | +13.4% | 34,166 | +15.5% | 0.16% | +13.0% |
| Q2 2021 | $1,141,000 | +49.2% | 29,586 | +41.0% | 0.14% | +36.6% |
| Q1 2021 | $765,000 | +234.1% | 20,980 | +226.4% | 0.10% | +215.6% |
| Q4 2020 | $229,000 | – | 6,427 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Strategies Group, Inc. | 991,515 | $35,297,945 | 11.29% |
| Abundance Wealth Counselors | 531,933 | $18,937 | 9.80% |
| ENZI WEALTH | 435,626 | $15,861,143 | 8.07% |
| Unison Advisors LLC | 2,011,963 | $71,625,897 | 7.95% |
| Interchange Capital Partners, LLC | 284,855 | $10,141,910 | 7.74% |
| COOK WEALTH MANAGEMENT GROUP LLC | 273,182 | $9,891,916 | 7.62% |
| Merriman Wealth Management, LLC | 4,196,261 | $149,386,910 | 7.36% |
| Retirement Planning Group, LLC | 1,948,323 | $69,360,316 | 6.92% |
| Dechtman Wealth Management, LLC | 610,382 | $21,729,614 | 6.47% |
| Integrity Financial Corp /WA | 227,129 | $8,085,788 | 5.89% |