ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 264 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,935,995 | -2.3% | 14,690 | 0.0% | 1.92% | -3.2% |
| Q2 2023 | $1,981,240 | +29.6% | 14,690 | +19.2% | 1.98% | +14.7% |
| Q1 2023 | $1,529,101 | +430.4% | 12,325 | +387.2% | 1.72% | +314.4% |
| Q4 2022 | $288,319 | +9.6% | 2,530 | 0.0% | 0.42% | -10.9% |
| Q3 2022 | $263,000 | -7.1% | 2,530 | 0.0% | 0.47% | +27.2% |
| Q2 2022 | $283,000 | -93.1% | 2,530 | -91.6% | 0.37% | -85.3% |
| Q1 2022 | $4,075,000 | -14.6% | 30,265 | -7.7% | 2.49% | +3.3% |
| Q4 2021 | $4,772,000 | +13.0% | 32,785 | +2.3% | 2.41% | +3.5% |
| Q3 2021 | $4,222,000 | -3.3% | 32,050 | -2.4% | 2.33% | +3.7% |
| Q2 2021 | $4,365,000 | +46.5% | 32,850 | +34.3% | 2.25% | +16.0% |
| Q1 2021 | $2,979,000 | +130.6% | 24,462 | +120.1% | 1.94% | +136.5% |
| Q4 2020 | $1,292,000 | +64.0% | 11,116 | +46.3% | 0.82% | +31.5% |
| Q3 2020 | $788,000 | +55.1% | 7,596 | +43.4% | 0.62% | +35.4% |
| Q2 2020 | $508,000 | – | 5,296 | – | 0.46% | – |
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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% |