ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 240 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,327 | -5.6% | 39,495 | 0.0% | 0.12% | -8.2% |
Q2 2023 | $1,406 | +0.9% | 39,495 | 0.0% | 0.13% | -9.5% |
Q1 2023 | $1,394 | +8.9% | 39,495 | 0.0% | 0.15% | +34.5% |
Q4 2022 | $1,280 | -99.9% | 39,495 | 0.0% | 0.11% | -39.9% |
Q3 2022 | $1,099,000 | -10.1% | 39,495 | 0.0% | 0.18% | +14.4% |
Q2 2022 | $1,223,000 | -16.0% | 39,495 | 0.0% | 0.16% | -0.6% |
Q1 2022 | $1,456,000 | -6.4% | 39,495 | 0.0% | 0.16% | -16.1% |
Q4 2021 | $1,556,000 | +3.9% | 39,495 | 0.0% | 0.19% | -4.5% |
Q3 2021 | $1,498,000 | -1.6% | 39,495 | 0.0% | 0.20% | -10.7% |
Q2 2021 | $1,522,000 | – | 39,495 | – | 0.22% | – |
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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% |