ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 337 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $323,798 | -58.4% | 9,634 | -55.9% | 0.01% | -59.1% |
| Q2 2023 | $777,753 | -1.5% | 21,847 | -2.4% | 0.02% | -8.3% |
| Q1 2023 | $789,802 | +165130.5% | 22,374 | +51.6% | 0.02% | +60.0% |
| Q4 2022 | $478 | -100.0% | 14,758 | -81.8% | 0.02% | -61.5% |
| Q3 2022 | $1,130,129 | -13.5% | 81,266 | +92.2% | 0.04% | -11.4% |
| Q2 2022 | $1,307,000 | -13.1% | 42,285 | +3.7% | 0.04% | -21.4% |
| Q1 2022 | $1,504,000 | – | 40,789 | – | 0.06% | – |
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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% |