ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 375 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,762 | -7.1% | 349,957 | -1.6% | 2.83% | -7.3% |
| Q2 2023 | $12,657 | +2.9% | 355,537 | +2.0% | 3.05% | -4.0% |
| Q1 2023 | $12,303 | -10.1% | 348,534 | -17.6% | 3.18% | -14.2% |
| Q4 2022 | $13,692 | -99.9% | 422,734 | +14.7% | 3.71% | +20.2% |
| Q3 2022 | $10,239,000 | +20.5% | 368,586 | +34.1% | 3.09% | +28.4% |
| Q2 2022 | $8,499,000 | -34.7% | 274,781 | -22.2% | 2.40% | -37.8% |
| Q1 2022 | $13,023,000 | +14.0% | 353,209 | +21.7% | 3.86% | +25.6% |
| Q4 2021 | $11,426,000 | +15.2% | 290,154 | +10.8% | 3.08% | +9.6% |
| Q3 2021 | $9,920,000 | +20.6% | 261,879 | +22.7% | 2.81% | +26.6% |
| Q2 2021 | $8,227,000 | +166.9% | 213,357 | +152.3% | 2.22% | +138.1% |
| Q1 2021 | $3,082,000 | +36.0% | 84,572 | +33.0% | 0.93% | +24.0% |
| Q4 2020 | $2,267,000 | – | 63,576 | – | 0.75% | – |
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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% |