ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 337 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $149,437 | -4.0% | 4,446 | +1.7% | 0.02% | -6.2% |
| Q2 2023 | $155,686 | +5.3% | 4,373 | +4.4% | 0.02% | 0.0% |
| Q1 2023 | $147,806 | -9.6% | 4,187 | -17.1% | 0.02% | -20.0% |
| Q4 2022 | $163,574 | -45.1% | 5,050 | -52.9% | 0.02% | -52.4% |
| Q3 2022 | $298,000 | -15.3% | 10,720 | -5.7% | 0.04% | -31.1% |
| Q2 2022 | $352,000 | -14.4% | 11,369 | +2.0% | 0.06% | -7.6% |
| Q1 2022 | $411,000 | -1.9% | 11,143 | +4.7% | 0.07% | 0.0% |
| Q4 2021 | $419,000 | +4.5% | 10,640 | +0.5% | 0.07% | -17.5% |
| Q3 2021 | $401,000 | +3.1% | 10,587 | +4.9% | 0.08% | -11.1% |
| Q2 2021 | $389,000 | +15.8% | 10,091 | +9.4% | 0.09% | -9.1% |
| Q1 2021 | $336,000 | +2140.0% | 9,220 | +2111.0% | 0.10% | +1880.0% |
| Q4 2020 | $15,000 | – | 417 | – | 0.01% | – |
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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% |