UNIONVIEW, LLC - ISHARES TR ownership

ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 372 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
UNIONVIEW, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,877,193
+16.8%
55,852
+23.7%
1.77%
+20.8%
Q2 2023$1,607,277
+16.1%
45,148
+15.1%
1.47%
+13.0%
Q1 2023$1,384,536
+30.6%
39,222
+19.9%
1.30%
+22.5%
Q4 2022$1,059,853
+81.5%
32,722
+55.6%
1.06%
+58.9%
Q3 2022$584,00021,0340.67%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
ENZI WEALTH 541,218$17,638,0008.64%
Interchange Capital Partners, LLC 281,698$7,825,0008.58%
Unison Advisors LLC 1,528,389$42,458,0007.86%
Richard P Slaughter Associates Inc 611,136$16,977,0007.10%
Integrity Financial Corp /WA 239,422$6,651,0006.97%
Retirement Planning Group, LLC 1,796,875$49,917,0006.28%
Allen Capital Group, LLC 888,886$24,693,0005.66%
BRR OpCo, LLC 1,457,255$40,483,0004.97%
TOBIAS FINANCIAL ADVISORS, INC. 504,509$14,015,0004.94%
Richard Bernstein Advisors LLC 7,022,461$195,084,0004.87%
View complete list of ISHARES TR shareholders