ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 359 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,419,210 | +1.4% | 113,168 | +2.9% | 0.12% | +1.7% |
| Q1 2024 | $4,359,784 | +6.1% | 109,929 | +0.5% | 0.12% | -1.6% |
| Q4 2023 | $4,108,876 | +12.0% | 109,395 | +0.2% | 0.12% | 0.0% |
| Q3 2023 | $3,668,229 | -5.9% | 109,141 | -0.4% | 0.12% | -10.3% |
| Q2 2023 | $3,899,197 | +2.7% | 109,528 | +1.8% | 0.14% | 0.0% |
| Q1 2023 | $3,797,468 | +8.9% | 107,577 | -0.1% | 0.14% | +2.3% |
| Q4 2022 | $3,488,468 | +5.0% | 107,702 | -10.0% | 0.13% | -2.9% |
| Q3 2022 | $3,323,000 | +1.4% | 119,604 | +12.8% | 0.14% | +6.2% |
| Q2 2022 | $3,278,000 | -17.2% | 105,993 | -1.3% | 0.13% | -3.0% |
| Q1 2022 | $3,958,000 | – | 107,344 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Valence8 US LP | 872,673 | $34,610,211 | 18.05% |
| Silver Coast Investments LLC | 835,478 | $33,135,058 | 13.54% |
| 49 WEALTH MANAGEMENT, LLC | 1,204,363 | $47,668,702 | 10.22% |
| Financial Strategies Group, Inc. | 960,006 | $37,709,050 | 10.13% |
| Cook Wealth, LLC | 370,341 | $14,161,830 | 8.52% |
| ENZI WEALTH | 461,193 | $17,626,785 | 8.28% |
| Longview Financial Advisors, Inc. | 277,934 | $11,022,856 | 8.27% |
| Unison Advisors LLC | 2,092,366 | $82,983,217 | 8.19% |
| Interchange Capital Partners, LLC | 277,962 | $11,014,434 | 7.43% |
| TOBIAS FINANCIAL ADVISORS, INC. | 774,256 | $30,706,984 | 6.96% |