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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,931,918 | +79.9% | 116,987 | +90.5% | 1.94% | +67.7% |
| Q2 2023 | $2,186,049 | +22.7% | 61,406 | +21.7% | 1.16% | +12.5% |
| Q1 2023 | $1,781,271 | +12.8% | 50,461 | +3.5% | 1.03% | +7.2% |
| Q4 2022 | $1,578,638 | +28.8% | 48,738 | +10.4% | 0.96% | +2.7% |
| Q3 2022 | $1,226,000 | -7.0% | 44,127 | +3.5% | 0.93% | -10.1% |
| Q2 2022 | $1,318,000 | -13.6% | 42,628 | +3.1% | 1.04% | -14.1% |
| Q1 2022 | $1,525,000 | +1.5% | 41,356 | +8.4% | 1.21% | -10.8% |
| Q4 2021 | $1,502,000 | – | 38,150 | – | 1.35% | – |
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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% |