ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 372 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $347,141 | -10.8% | 10,213 | -9.0% | 0.34% | -13.7% |
| Q2 2023 | $388,964 | -2.8% | 11,219 | +1.4% | 0.39% | -10.6% |
| Q1 2023 | $400,000 | +10.2% | 11,065 | +2.8% | 0.43% | -6.1% |
| Q4 2022 | $363,116 | -7.6% | 10,759 | -22.3% | 0.46% | -16.8% |
| Q3 2022 | $393,000 | -14.6% | 13,847 | -0.8% | 0.56% | -8.4% |
| Q2 2022 | $460,000 | +86.2% | 13,956 | +101.3% | 0.61% | +25.5% |
| Q4 2020 | $247,000 | +13.8% | 6,933 | 0.0% | 0.48% | -13.8% |
| Q3 2020 | $217,000 | +6.4% | 6,933 | 0.0% | 0.56% | -14.9% |
| Q2 2020 | $204,000 | – | 6,933 | – | 0.66% | – |
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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% |