ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 352 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,185,588 | -4.1% | 719,595 | +1.6% | 5.48% | -2.5% |
| Q2 2023 | $25,223,170 | +1.1% | 708,516 | +0.2% | 5.62% | -2.6% |
| Q1 2023 | $24,951,770 | +12.3% | 706,849 | +3.0% | 5.77% | +4.5% |
| Q4 2022 | $22,220,609 | +16.6% | 686,033 | -0.0% | 5.52% | +14.0% |
| Q3 2022 | $19,058,000 | -4.3% | 686,045 | +6.5% | 4.84% | -2.0% |
| Q2 2022 | $19,924,000 | -8.7% | 644,159 | +8.8% | 4.94% | -1.6% |
| Q1 2022 | $21,829,000 | -1.1% | 592,056 | +5.6% | 5.02% | +0.7% |
| Q4 2021 | $22,072,000 | +9.9% | 560,492 | +5.7% | 4.98% | +1.7% |
| Q3 2021 | $20,085,000 | +3.6% | 530,229 | +5.4% | 4.90% | +0.5% |
| Q2 2021 | $19,392,000 | +11.5% | 502,911 | +5.4% | 4.88% | +0.5% |
| Q1 2021 | $17,394,000 | -47.0% | 477,337 | -48.1% | 4.85% | -31.5% |
| Q4 2020 | $32,812,000 | – | 920,158 | – | 7.08% | – |
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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% |