ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $935,063 | +4.5% | 27,821 | +10.7% | 0.10% | +8.2% |
| Q2 2023 | $894,379 | +19.8% | 25,123 | +18.8% | 0.10% | +12.8% |
| Q1 2023 | $746,277 | +12.8% | 21,141 | +3.5% | 0.09% | -1.1% |
| Q4 2022 | $661,371 | +32.3% | 20,419 | +13.4% | 0.09% | +20.8% |
| Q3 2022 | $500,000 | +19.9% | 18,001 | +33.4% | 0.07% | +26.3% |
| Q2 2022 | $417,000 | -97.4% | 13,495 | -96.6% | 0.06% | -96.7% |
| Q4 2021 | $15,765,000 | +22.4% | 400,319 | +17.7% | 1.71% | -3.1% |
| Q3 2021 | $12,882,000 | +18.2% | 340,073 | +20.4% | 1.77% | -54.8% |
| Q2 2021 | $10,895,000 | +23.8% | 282,531 | +17.0% | 3.91% | +8.1% |
| Q1 2021 | $8,801,000 | +148.5% | 241,504 | +143.2% | 3.62% | +116.9% |
| Q4 2020 | $3,542,000 | +14.6% | 99,309 | +0.7% | 1.67% | +0.7% |
| Q3 2020 | $3,090,000 | +33.7% | 98,630 | +25.5% | 1.66% | +30.0% |
| Q2 2020 | $2,311,000 | +16.3% | 78,562 | +2.2% | 1.27% | -29.3% |
| Q1 2020 | $1,987,000 | – | 76,861 | – | 1.80% | – |
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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% |