ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,181,164 | -10.3% | 35,143 | -5.0% | 0.17% | -10.8% |
| Q2 2023 | $1,316,461 | -0.4% | 36,979 | -1.2% | 0.19% | -10.1% |
| Q1 2023 | $1,321,782 | +95404.5% | 37,444 | -12.4% | 0.21% | -21.9% |
| Q4 2022 | $1,384 | -21.0% | 42,725 | -32.3% | 0.26% | -29.9% |
| Q3 2022 | $1,753 | -25.1% | 63,112 | -16.6% | 0.38% | -35.2% |
| Q2 2022 | $2,340 | -99.9% | 75,663 | -12.2% | 0.58% | -24.9% |
| Q1 2022 | $3,178,000 | -4.4% | 86,203 | -1.8% | 0.78% | -32.5% |
| Q3 2021 | $3,324,000 | +26.4% | 87,752 | +21.6% | 1.15% | +25.4% |
| Q1 2021 | $2,629,000 | +5.0% | 72,138 | +2.7% | 0.92% | -7.5% |
| Q4 2020 | $2,504,000 | – | 70,220 | – | 0.99% | – |
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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% |