ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 296 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $275,000 | +0.4% | 6,987 | -3.3% | 0.08% | -12.2% |
| Q3 2021 | $274,000 | -1.8% | 7,227 | 0.0% | 0.09% | -3.2% |
| Q2 2021 | $279,000 | +4.9% | 7,227 | -0.9% | 0.09% | -8.8% |
| Q1 2021 | $266,000 | -33.5% | 7,293 | -35.1% | 0.10% | -52.1% |
| Q4 2020 | $400,000 | +13.6% | 11,229 | 0.0% | 0.21% | -2.7% |
| Q3 2020 | $352,000 | +45.5% | 11,229 | +36.5% | 0.22% | +25.1% |
| Q2 2020 | $242,000 | -38.3% | 8,229 | -45.7% | 0.18% | -50.8% |
| Q1 2020 | $392,000 | -21.3% | 15,163 | 0.0% | 0.36% | +9.9% |
| Q4 2019 | $498,000 | +6.0% | 15,163 | -4.2% | 0.32% | +1.6% |
| Q3 2019 | $470,000 | +4.2% | 15,835 | +5.9% | 0.32% | +10.0% |
| Q2 2019 | $451,000 | +64.0% | 14,955 | +57.6% | 0.29% | +60.2% |
| Q1 2019 | $275,000 | – | 9,489 | – | 0.18% | – |
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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% |