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 | $416,995 | -3.1% | 12,407 | +2.6% | 0.02% | 0.0% |
Q2 2023 | $430,399 | +1.9% | 12,090 | +1.1% | 0.02% | 0.0% |
Q1 2023 | $422,223 | +130215.7% | 11,961 | +19.5% | 0.02% | -11.1% |
Q4 2022 | $324 | -99.9% | 10,011 | -28.9% | 0.02% | -25.0% |
Q3 2022 | $391,000 | +25.7% | 14,082 | +40.1% | 0.02% | +84.6% |
Q2 2022 | $311,000 | +51.7% | 10,052 | +80.7% | 0.01% | +160.0% |
Q1 2022 | $205,000 | +24.2% | 5,563 | +32.7% | 0.01% | +25.0% |
Q4 2021 | $165,000 | +5.1% | 4,191 | +1.0% | 0.00% | 0.0% |
Q3 2021 | $157,000 | -1.9% | 4,151 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $160,000 | +201.9% | 4,151 | +186.1% | 0.00% | +300.0% |
Q1 2021 | $53,000 | – | 1,451 | – | 0.00% | – |
Download |
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% |