ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 313 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,800,652 | -2.6% | 359,018 | -3.1% | 7.46% | -12.4% |
| Q1 2024 | $14,161,830 | +3.5% | 370,341 | +0.1% | 8.52% | -1.8% |
| Q4 2023 | $13,685,458 | +26.1% | 370,077 | +10.8% | 8.67% | +4.2% |
| Q3 2023 | $10,853,655 | +9.7% | 333,856 | +22.2% | 8.33% | +9.3% |
| Q2 2023 | $9,891,916 | +8.7% | 273,182 | +8.3% | 7.62% | -1.7% |
| Q1 2023 | $9,102,961 | +39.6% | 252,229 | +25.3% | 7.75% | +23.3% |
| Q4 2022 | $6,521,773 | +129.4% | 201,351 | +108.0% | 6.29% | +103.4% |
| Q3 2022 | $2,843,000 | +499.8% | 96,792 | +562.2% | 3.09% | +534.7% |
| Q2 2022 | $474,000 | – | 14,617 | – | 0.49% | – |
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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% |