ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 309 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $568,490 | -5.6% | 16,914 | +0.0% | 0.43% | -5.1% |
| Q2 2023 | $602,042 | +1.0% | 16,911 | +0.1% | 0.46% | -6.0% |
| Q1 2023 | $596,091 | +21.7% | 16,886 | +11.7% | 0.48% | +13.3% |
| Q4 2022 | $489,719 | +25.9% | 15,119 | +7.9% | 0.43% | +16.3% |
| Q3 2022 | $389,000 | -31.8% | 14,009 | -24.0% | 0.37% | -30.1% |
| Q2 2022 | $570,000 | +27.5% | 18,436 | +52.2% | 0.52% | +48.3% |
| Q1 2022 | $447,000 | -77.0% | 12,111 | -75.5% | 0.35% | -77.5% |
| Q4 2021 | $1,944,000 | – | 49,358 | – | 1.58% | – |
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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% |