ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 359 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $441,318 | -1.7% | 11,301 | -0.2% | 0.02% | +100.0% |
| Q1 2024 | $448,998 | +8.3% | 11,321 | 0.0% | 0.01% | -42.9% |
| Q4 2023 | $414,469 | -0.6% | 11,321 | -8.8% | 0.01% | -12.5% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Valence8 US LP | 872,673 | $34,610,211 | 18.05% |
| Silver Coast Investments LLC | 835,478 | $33,135,058 | 13.54% |
| 49 WEALTH MANAGEMENT, LLC | 1,204,363 | $47,668,702 | 10.22% |
| Financial Strategies Group, Inc. | 960,006 | $37,709,050 | 10.13% |
| Cook Wealth, LLC | 370,341 | $14,161,830 | 8.52% |
| ENZI WEALTH | 461,193 | $17,626,785 | 8.28% |
| Longview Financial Advisors, Inc. | 277,934 | $11,022,856 | 8.27% |
| Unison Advisors LLC | 2,092,366 | $82,983,217 | 8.19% |
| Interchange Capital Partners, LLC | 277,962 | $11,014,434 | 7.43% |
| TOBIAS FINANCIAL ADVISORS, INC. | 774,256 | $30,706,984 | 6.96% |