ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 299 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $647,474 | -2.6% | 16,581 | -1.1% | 0.36% | -7.9% |
| Q1 2024 | $664,901 | +4.3% | 16,765 | -1.2% | 0.39% | -6.0% |
| Q4 2023 | $637,207 | +13.6% | 16,965 | +1.6% | 0.42% | -2.4% |
| Q3 2023 | $560,981 | -11.3% | 16,691 | -6.1% | 0.42% | -12.6% |
| Q2 2023 | $632,787 | +1.8% | 17,775 | +1.0% | 0.49% | -10.3% |
| Q1 2023 | $621,368 | +11.1% | 17,602 | +1.9% | 0.54% | +8.4% |
| Q4 2022 | $559,488 | +13.9% | 17,273 | -2.3% | 0.50% | -2.0% |
| Q3 2022 | $491,000 | -10.1% | 17,683 | +0.2% | 0.51% | -12.7% |
| Q2 2022 | $546,000 | -13.1% | 17,650 | +3.5% | 0.58% | +0.5% |
| Q1 2022 | $628,000 | -2.6% | 17,046 | +4.1% | 0.58% | -10.2% |
| Q4 2021 | $645,000 | – | 16,374 | – | 0.65% | – |
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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% |