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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |