ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 296 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $330,223 | +27.2% | 9,825 | +34.7% | 0.04% | +31.0% |
| Q2 2023 | $259,671 | -0.9% | 7,294 | -1.7% | 0.03% | -9.4% |
| Q1 2023 | $262,041 | -13.4% | 7,423 | -20.6% | 0.03% | -20.0% |
| Q4 2022 | $302,725 | +16.0% | 9,346 | -0.5% | 0.04% | +5.3% |
| Q3 2022 | $261,000 | -14.7% | 9,391 | -5.0% | 0.04% | -15.6% |
| Q2 2022 | $306,000 | -11.8% | 9,884 | +5.0% | 0.04% | +2.3% |
| Q1 2022 | $347,000 | -6.5% | 9,409 | -0.3% | 0.04% | -10.2% |
| Q4 2021 | $371,000 | +54.6% | 9,433 | +49.2% | 0.05% | +14.0% |
| Q3 2021 | $240,000 | +0.8% | 6,324 | +2.3% | 0.04% | 0.0% |
| Q2 2021 | $238,000 | – | 6,180 | – | 0.04% | – |
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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% |