ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 230 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,948,346 | +7.7% | 57,969 | +14.1% | 0.39% | +9.9% |
| Q2 2023 | $1,809,378 | +23.5% | 50,825 | +22.4% | 0.35% | +12.4% |
| Q1 2023 | $1,465,244 | +29.8% | 41,508 | +19.1% | 0.31% | +22.2% |
| Q4 2022 | $1,128,445 | +9.5% | 34,839 | -6.1% | 0.26% | +8.9% |
| Q3 2022 | $1,031,000 | -2.8% | 37,108 | +8.2% | 0.24% | +0.9% |
| Q2 2022 | $1,061,000 | -8.8% | 34,290 | +8.6% | 0.23% | +10.9% |
| Q1 2022 | $1,164,000 | +58.8% | 31,561 | +69.5% | 0.21% | +62.3% |
| Q4 2021 | $733,000 | +33.5% | 18,623 | +28.5% | 0.13% | +23.8% |
| Q3 2021 | $549,000 | +96.1% | 14,488 | +99.4% | 0.10% | +84.2% |
| Q2 2021 | $280,000 | +33.3% | 7,264 | +25.8% | 0.06% | +16.3% |
| Q1 2021 | $210,000 | – | 5,774 | – | 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% |