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 | $6,792,715 | -3.6% | 202,104 | +2.1% | 0.66% | -5.8% |
| Q2 2023 | $7,045,276 | -2.8% | 197,901 | -3.6% | 0.70% | -12.6% |
| Q1 2023 | $7,248,467 | +1.2% | 205,339 | -7.1% | 0.80% | -7.9% |
| Q4 2022 | $7,162,854 | -76.0% | 221,144 | -78.7% | 0.86% | -77.1% |
| Q3 2022 | $29,862,000 | +3152.9% | 1,039,411 | +3337.9% | 3.77% | +2802.3% |
| Q2 2022 | $918,000 | -67.2% | 30,234 | -60.1% | 0.13% | -68.4% |
| Q1 2022 | $2,795,000 | +144.3% | 75,807 | +161.0% | 0.41% | +118.6% |
| Q4 2021 | $1,144,000 | -7.7% | 29,040 | -11.2% | 0.19% | -15.7% |
| Q3 2021 | $1,239,000 | +3.2% | 32,702 | +5.1% | 0.22% | -19.8% |
| Q2 2021 | $1,200,000 | +3.7% | 31,112 | -2.0% | 0.28% | -46.3% |
| Q1 2021 | $1,157,000 | -1.8% | 31,753 | -3.9% | 0.52% | -48.7% |
| Q4 2020 | $1,178,000 | +13.9% | 33,029 | +0.1% | 1.01% | +22.0% |
| Q3 2020 | $1,034,000 | – | 33,007 | – | 0.83% | – |
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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% |