ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 375 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,688,335 | +11.4% | 109,739 | +18.0% | 1.45% | +9.4% |
| Q2 2023 | $3,310,147 | +668.1% | 92,982 | +661.6% | 1.32% | +608.6% |
| Q1 2023 | $430,930 | +70.8% | 12,208 | +56.7% | 0.19% | +96.8% |
| Q4 2022 | $252,307 | -96.9% | 7,790 | -97.3% | 0.10% | -97.2% |
| Q3 2022 | $8,161,000 | -15.9% | 293,780 | -6.3% | 3.37% | -16.5% |
| Q2 2022 | $9,700,000 | +20.1% | 313,623 | +43.2% | 4.03% | +33.1% |
| Q1 2022 | $8,076,000 | -3.7% | 219,042 | -2.5% | 3.03% | -8.5% |
| Q4 2021 | $8,386,000 | +4.4% | 224,761 | +6.0% | 3.31% | -11.4% |
| Q3 2021 | $8,033,000 | +5.8% | 212,074 | +7.7% | 3.73% | +1.4% |
| Q2 2021 | $7,596,000 | +18.5% | 196,994 | +12.0% | 3.68% | -1.7% |
| Q1 2021 | $6,410,000 | +5.6% | 175,904 | +5.9% | 3.74% | -12.2% |
| Q4 2020 | $6,072,000 | +17.1% | 166,141 | +0.4% | 4.26% | -3.8% |
| Q3 2020 | $5,184,000 | +3.9% | 165,473 | -2.4% | 4.43% | -5.2% |
| Q2 2020 | $4,988,000 | +15.8% | 169,592 | +1.8% | 4.67% | -11.6% |
| Q1 2020 | $4,307,000 | -29.2% | 166,621 | -11.6% | 5.29% | -16.1% |
| Q4 2019 | $6,084,000 | – | 188,432 | – | 6.30% | – |
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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% |