ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 372 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| 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% |