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 | $759 | -14.1% | 22,588 | -9.1% | 0.26% | -66.4% |
| Q2 2023 | $884 | -39.8% | 24,839 | -40.3% | 0.77% | +50.7% |
| Q1 2023 | $1,468 | -36.4% | 41,577 | -41.7% | 0.51% | -40.2% |
| Q4 2022 | $2,309 | -99.9% | 71,289 | -44.3% | 0.85% | -47.3% |
| Q3 2022 | $3,553,000 | -0.5% | 127,931 | +10.8% | 1.62% | +2.1% |
| Q2 2022 | $3,571,000 | -6.5% | 115,439 | +11.4% | 1.59% | +4.7% |
| Q1 2022 | $3,820,000 | -2.5% | 103,618 | +4.2% | 1.52% | +2.4% |
| Q4 2021 | $3,916,000 | +24.5% | 99,450 | +19.7% | 1.48% | -45.8% |
| Q3 2021 | $3,146,000 | +234.7% | 83,064 | +222.1% | 2.73% | +534.1% |
| Q1 2021 | $940,000 | – | 25,787 | – | 0.43% | – |
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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% |