ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $476,153 | -3.4% | 14,167 | +4.2% | 0.16% | +1.9% |
| Q2 2023 | $492,855 | +9.5% | 13,596 | +6.6% | 0.16% | -1.2% |
| Q1 2023 | $450,075 | +9.0% | 12,750 | 0.0% | 0.16% | +5.9% |
| Q4 2022 | $412,973 | +16.7% | 12,750 | 0.0% | 0.15% | +6.2% |
| Q3 2022 | $354,000 | -10.2% | 12,750 | 0.0% | 0.14% | -5.9% |
| Q2 2022 | $394,000 | -16.2% | 12,750 | 0.0% | 0.15% | -0.6% |
| Q1 2022 | $470,000 | -6.4% | 12,750 | 0.0% | 0.15% | -2.5% |
| Q4 2021 | $502,000 | +2.0% | 12,750 | 0.0% | 0.16% | -3.1% |
| Q3 2021 | $492,000 | 0.0% | 12,750 | 0.0% | 0.16% | -8.4% |
| Q2 2021 | $492,000 | +5.8% | 12,750 | 0.0% | 0.18% | +7.9% |
| Q1 2021 | $465,000 | +2.2% | 12,750 | 0.0% | 0.16% | -4.6% |
| Q4 2020 | $455,000 | +14.0% | 12,750 | 0.0% | 0.17% | -3.4% |
| Q3 2020 | $399,000 | +6.4% | 12,750 | 0.0% | 0.18% | +2.9% |
| Q2 2020 | $375,000 | +13.6% | 12,750 | 0.0% | 0.17% | +1.2% |
| Q1 2020 | $330,000 | – | 12,750 | – | 0.17% | – |
Download | ||||||
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% |