ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $258,438 | -1.0% | 7,689 | +4.9% | 0.03% | +3.4% |
| Q2 2023 | $260,995 | -1.9% | 7,331 | -2.8% | 0.03% | -6.5% |
| Q1 2023 | $266,138 | +10.8% | 7,539 | +1.6% | 0.03% | +3.3% |
| Q4 2022 | $240,281 | -6.5% | 7,418 | -19.9% | 0.03% | -14.3% |
| Q3 2022 | $257,000 | +9.8% | 9,259 | +22.4% | 0.04% | +16.7% |
| Q2 2022 | $234,000 | -45.3% | 7,567 | -34.8% | 0.03% | -38.8% |
| Q1 2022 | $428,000 | – | 11,614 | – | 0.05% | – |
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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% |