ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $543,612 | +0.8% | 15,270 | 0.0% | 0.03% | -7.1% |
| Q1 2023 | $539,031 | +108795.2% | 15,270 | 0.0% | 0.03% | +7.7% |
| Q4 2022 | $495 | -99.9% | 15,270 | 0.0% | 0.03% | +4.0% |
| Q3 2022 | $424,000 | -8.2% | 15,270 | +2.1% | 0.02% | +4.2% |
| Q2 2022 | $462,000 | -16.2% | 14,950 | 0.0% | 0.02% | -11.1% |
| Q1 2022 | $551,000 | -6.5% | 14,950 | 0.0% | 0.03% | -3.6% |
| Q4 2021 | $589,000 | +4.1% | 14,950 | 0.0% | 0.03% | -9.7% |
| Q3 2021 | $566,000 | -1.7% | 14,950 | 0.0% | 0.03% | -8.8% |
| Q2 2021 | $576,000 | +5.7% | 14,950 | 0.0% | 0.03% | -12.8% |
| Q1 2021 | $545,000 | +2.3% | 14,950 | 0.0% | 0.04% | -15.2% |
| Q4 2020 | $533,000 | – | 14,950 | – | 0.05% | – |
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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% |