ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $17,800 | +0.8% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $17,650 | -99.4% | 500 | -99.5% | 0.00% | -99.5% |
| Q3 2022 | $2,901,000 | -72.4% | 104,443 | -69.3% | 0.57% | -73.1% |
| Q2 2022 | $10,522,000 | +743.1% | 340,199 | +754.3% | 2.10% | +665.1% |
| Q3 2020 | $1,248,000 | -1.2% | 39,823 | -7.3% | 0.28% | -7.7% |
| Q2 2020 | $1,263,000 | +49.3% | 42,944 | +31.3% | 0.30% | +27.4% |
| Q1 2020 | $846,000 | – | 32,715 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ENZI WEALTH | 541,218 | $17,638,000 | 8.64% |
| Interchange Capital Partners, LLC | 281,698 | $7,825,000 | 8.58% |
| Unison Advisors LLC | 1,528,389 | $42,458,000 | 7.86% |
| Richard P Slaughter Associates Inc | 611,136 | $16,977,000 | 7.10% |
| Integrity Financial Corp /WA | 239,422 | $6,651,000 | 6.97% |
| Retirement Planning Group, LLC | 1,796,875 | $49,917,000 | 6.28% |
| Allen Capital Group, LLC | 888,886 | $24,693,000 | 5.66% |
| BRR OpCo, LLC | 1,457,255 | $40,483,000 | 4.97% |
| TOBIAS FINANCIAL ADVISORS, INC. | 504,509 | $14,015,000 | 4.94% |
| Richard Bernstein Advisors LLC | 7,022,461 | $195,084,000 | 4.87% |