ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 384 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $208,071 | +639.2% | 2,131 | +145.2% | 0.00% | – |
| Q4 2022 | $28,147 | -83.8% | 869 | -84.5% | 0.00% | -100.0% |
| Q2 2022 | $174,000 | -92.0% | 5,622 | -90.5% | 0.00% | -94.7% |
| Q1 2022 | $2,185,000 | -51.8% | 59,255 | -48.5% | 0.02% | -45.7% |
| Q4 2021 | $4,529,000 | +24.2% | 115,005 | +19.4% | 0.04% | -23.9% |
| Q3 2021 | $3,648,000 | -27.3% | 96,313 | -26.0% | 0.05% | -19.3% |
| Q2 2021 | $5,018,000 | +518.0% | 130,124 | +484.2% | 0.06% | +338.5% |
| Q1 2021 | $812,000 | +1665.2% | 22,273 | +1612.0% | 0.01% | +1200.0% |
| Q4 2020 | $46,000 | -90.6% | 1,301 | -92.2% | 0.00% | -85.7% |
| Q2 2020 | $490,000 | +631.3% | 16,659 | +707.1% | 0.01% | +250.0% |
| Q4 2019 | $67,000 | – | 2,064 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Valence8 US LP | 872,673 | $34,610,211 | 18.05% |
| Silver Coast Investments LLC | 835,478 | $33,135,058 | 13.54% |
| 49 WEALTH MANAGEMENT, LLC | 1,204,363 | $47,668,702 | 10.22% |
| Financial Strategies Group, Inc. | 960,006 | $37,709,050 | 10.13% |
| Cook Wealth, LLC | 370,341 | $14,161,830 | 8.52% |
| ENZI WEALTH | 461,193 | $17,626,785 | 8.28% |
| Longview Financial Advisors, Inc. | 277,934 | $11,022,856 | 8.27% |
| Unison Advisors LLC | 2,092,366 | $82,983,217 | 8.19% |
| Interchange Capital Partners, LLC | 277,962 | $11,014,434 | 7.43% |
| TOBIAS FINANCIAL ADVISORS, INC. | 774,256 | $30,706,984 | 6.96% |