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 | $934,935 | -5.6% | 27,817 | 0.0% | 0.76% | -3.0% |
| Q2 2023 | $990,291 | +0.9% | 27,817 | +0.0% | 0.78% | -7.2% |
| Q1 2023 | $981,523 | +70.2% | 27,805 | +1290.2% | 0.84% | +57.5% |
| Q4 2022 | $576,710 | +162.1% | 2,000 | +0.2% | 0.53% | +59.3% |
| Q3 2022 | $220,000 | -72.6% | 1,997 | -92.3% | 0.33% | -67.6% |
| Q2 2022 | $803,000 | -16.0% | 25,957 | +0.1% | 1.03% | +4.2% |
| Q1 2022 | $956,000 | -30.5% | 25,937 | -25.8% | 0.99% | -17.6% |
| Q4 2021 | $1,376,000 | – | 34,937 | – | 1.20% | – |
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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% |