ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,376,541 | -4.2% | 40,920 | +1.4% | 0.25% | -1.6% |
| Q2 2023 | $1,436,381 | +5.3% | 40,348 | +4.4% | 0.25% | -0.8% |
| Q1 2023 | $1,363,770 | +14.2% | 38,634 | +4.9% | 0.25% | +2.8% |
| Q4 2022 | $1,193,737 | +249.0% | 36,839 | +199.2% | 0.25% | +212.7% |
| Q3 2022 | $342,000 | -0.3% | 12,313 | +11.1% | 0.08% | +9.7% |
| Q2 2022 | $343,000 | +8.2% | 11,084 | +28.9% | 0.07% | +26.3% |
| Q1 2022 | $317,000 | – | 8,600 | – | 0.06% | – |
Download | ||||||
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% |