ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,437,048 | -6.4% | 42,757 | -0.9% | 0.91% | -9.3% |
| Q2 2023 | $1,535,462 | +1.5% | 43,131 | +0.7% | 1.01% | +5.7% |
| Q1 2023 | $1,512,252 | +19.0% | 42,840 | +9.2% | 0.95% | +8.6% |
| Q4 2022 | $1,271,178 | +16.8% | 39,246 | +0.2% | 0.88% | +7.5% |
| Q3 2022 | $1,088,000 | -1.0% | 39,160 | +10.2% | 0.82% | +2.6% |
| Q2 2022 | $1,099,000 | -15.7% | 35,524 | +0.5% | 0.80% | -9.8% |
| Q1 2022 | $1,303,000 | -13.7% | 35,342 | -7.8% | 0.88% | -9.4% |
| Q4 2021 | $1,510,000 | – | 38,345 | – | 0.97% | – |
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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% |