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 | $899,220 | -6.2% | 26,755 | -0.6% | 0.95% | +6.0% |
| Q2 2023 | $958,192 | +1.1% | 26,916 | +0.2% | 0.90% | -6.7% |
| Q1 2023 | $947,938 | +11.6% | 26,854 | +2.4% | 0.96% | -0.1% |
| Q4 2022 | $849,766 | +4.4% | 26,235 | -10.5% | 0.96% | +3.9% |
| Q3 2022 | $814,000 | -10.3% | 29,315 | 0.0% | 0.93% | -6.1% |
| Q2 2022 | $907,000 | -24.1% | 29,315 | -9.6% | 0.99% | -10.7% |
| Q1 2022 | $1,195,000 | – | 32,417 | – | 1.11% | – |
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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% |