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 | $17,930 | -5.3% | 533,476 | +0.3% | 5.12% | -47.7% |
| Q2 2023 | $18,937 | -2.5% | 531,933 | -3.4% | 9.80% | +99.4% |
| Q1 2023 | $19,431 | -42.6% | 550,456 | -47.4% | 4.91% | +2.6% |
| Q4 2022 | $33,871 | -99.8% | 1,045,731 | +87.0% | 4.79% | +7.8% |
| Q3 2022 | $15,538,000 | -6.9% | 559,340 | +3.7% | 4.44% | -1.8% |
| Q2 2022 | $16,684,000 | -11.5% | 539,400 | +5.5% | 4.52% | -11.7% |
| Q1 2022 | $18,849,000 | -34.0% | 511,221 | -29.5% | 5.12% | -30.0% |
| Q4 2021 | $28,538,000 | -7.5% | 724,685 | -11.0% | 7.32% | -59.4% |
| Q3 2021 | $30,840,000 | +2.4% | 814,143 | +4.2% | 18.02% | +131.5% |
| Q2 2021 | $30,130,000 | +10.4% | 781,371 | +4.3% | 7.78% | +14.7% |
| Q1 2021 | $27,297,000 | +7.1% | 749,102 | +4.8% | 6.78% | +6.0% |
| Q4 2020 | $25,499,000 | +18.4% | 715,046 | +4.0% | 6.40% | +3.2% |
| Q3 2020 | $21,531,000 | +8.3% | 687,232 | +1.7% | 6.20% | +2.7% |
| Q2 2020 | $19,872,000 | +644.8% | 675,678 | +554.6% | 6.04% | +552.5% |
| Q1 2020 | $2,668,000 | – | 103,215 | – | 0.93% | – |
Download | ||||||
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% |