ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,592 | +1.6% | 47,366 | +7.6% | 1.06% | +3.9% |
| Q2 2023 | $1,567 | +21.6% | 44,012 | +20.5% | 1.02% | +13.9% |
| Q1 2023 | $1,289 | +31.9% | 36,517 | +21.1% | 0.89% | +20.0% |
| Q4 2022 | $977 | -99.8% | 30,163 | +37.2% | 0.74% | +51.5% |
| Q3 2022 | $611,000 | +59.5% | 21,983 | +77.5% | 0.49% | +39.5% |
| Q2 2022 | $383,000 | -13.9% | 12,385 | +2.7% | 0.35% | -2.5% |
| Q1 2022 | $445,000 | -6.3% | 12,065 | 0.0% | 0.36% | -8.8% |
| Q4 2021 | $475,000 | – | 12,065 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Strategies Group, Inc. | 996,942 | $33,816,270 | 10.67% |
| Cook Wealth, LLC | 333,856 | $10,853,655 | 8.33% |
| ENZI WEALTH | 451,768 | $15,238,135 | 8.08% |
| Unison Advisors LLC | 1,945,674 | $65,394,120 | 7.69% |
| Interchange Capital Partners, LLC | 284,938 | $9,567,983 | 7.60% |
| Retirement Planning Group, LLC | 1,980,041 | $66,549,194 | 7.07% |
| Dechtman Wealth Management, LLC | 671,396 | $22,566 | 6.68% |
| TOBIAS FINANCIAL ADVISORS, INC. | 728,865 | $24,497,152 | 6.43% |
| Integrity Financial Corp /WA | 230,798 | $7,757,117 | 5.86% |
| Allen Capital Group, LLC | 968,656 | $32,081,880 | 5.68% |