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 | $3,799,207 | +0.1% | 113,038 | +6.0% | 0.00% | 0.0% |
Q2 2023 | $3,794,889 | +72.0% | 106,598 | +70.5% | 0.00% | +100.0% |
Q1 2023 | $2,206,956 | +82.9% | 62,520 | +67.8% | 0.00% | 0.0% |
Q4 2022 | $1,206,528 | +343.6% | 37,250 | +281.1% | 0.00% | – |
Q3 2022 | $272,000 | +216.3% | 9,775 | +252.3% | 0.00% | – |
Q2 2022 | $86,000 | – | 2,775 | – | 0.00% | – |
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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% |