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 | $9,766,116 | +0.7% | 290,572 | +6.7% | 0.60% | +2.6% |
| Q2 2023 | $9,696,309 | +3.9% | 272,368 | +3.0% | 0.58% | -1.4% |
| Q1 2023 | $9,332,555 | +12.8% | 264,378 | +3.5% | 0.59% | -4.5% |
| Q4 2022 | $8,271,582 | +22.8% | 255,375 | +5.3% | 0.62% | +11.8% |
| Q3 2022 | $6,737,000 | +4.1% | 242,511 | +15.9% | 0.55% | +20.0% |
| Q2 2022 | $6,474,000 | -9.6% | 209,296 | +7.7% | 0.46% | -21.7% |
| Q1 2022 | $7,163,000 | +13.3% | 194,274 | +21.0% | 0.59% | +7.3% |
| Q4 2021 | $6,323,000 | +11.2% | 160,552 | +6.9% | 0.55% | -1.3% |
| Q3 2021 | $5,687,000 | +117.8% | 150,138 | +121.7% | 0.56% | +85.3% |
| Q2 2021 | $2,611,000 | +332.3% | 67,722 | +308.7% | 0.30% | +222.6% |
| Q1 2021 | $604,000 | – | 16,569 | – | 0.09% | – |
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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% |