ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 153 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,069,000 | -26.5% | 66,904 | -12.4% | 1.44% | -24.1% |
| Q1 2022 | $2,815,000 | -12.0% | 76,356 | -6.0% | 1.89% | -7.5% |
| Q4 2021 | $3,198,000 | -7.5% | 81,208 | -11.1% | 2.04% | -18.8% |
| Q3 2021 | $3,459,000 | +5.7% | 91,307 | +1.7% | 2.52% | -7.8% |
| Q1 2021 | $3,271,000 | +33.0% | 89,777 | +30.2% | 2.73% | +31.8% |
| Q4 2020 | $2,459,000 | +18.8% | 68,947 | +4.4% | 2.07% | +132.3% |
| Q3 2020 | $2,069,000 | – | 66,037 | – | 0.89% | – |
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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% |