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 | $781,499 | +4.5% | 23,252 | +10.7% | 0.06% | +7.0% |
Q2 2023 | $747,849 | +3.4% | 21,007 | +2.6% | 0.06% | +1.8% |
Q1 2023 | $723,049 | +30.1% | 20,483 | +19.3% | 0.06% | +24.4% |
Q4 2022 | $555,909 | +14.9% | 17,163 | -1.5% | 0.04% | -2.2% |
Q3 2022 | $484,000 | -12.2% | 17,423 | -2.2% | 0.05% | -2.1% |
Q2 2022 | $551,000 | -14.7% | 17,819 | +1.7% | 0.05% | 0.0% |
Q1 2022 | $646,000 | -11.0% | 17,519 | -5.0% | 0.05% | +14.6% |
Q4 2021 | $726,000 | +50.6% | 18,444 | +45.0% | 0.04% | +41.4% |
Q3 2021 | $482,000 | -10.6% | 12,718 | -9.1% | 0.03% | -14.7% |
Q2 2021 | $539,000 | +33.1% | 13,989 | +25.9% | 0.03% | +21.4% |
Q1 2021 | $405,000 | -42.1% | 11,108 | -43.3% | 0.03% | -47.2% |
Q4 2020 | $699,000 | -28.9% | 19,603 | -37.5% | 0.05% | -38.4% |
Q3 2020 | $983,000 | -8.0% | 31,374 | -13.7% | 0.09% | -17.3% |
Q2 2020 | $1,069,000 | -87.6% | 36,359 | -89.1% | 0.10% | -89.0% |
Q1 2020 | $8,601,000 | -22.7% | 332,734 | -3.5% | 0.95% | -14.1% |
Q4 2019 | $11,129,000 | – | 344,673 | – | 1.10% | – |
Q3 2019 | $0 | – | 0 | – | 0.00% | – |
Q2 2019 | $0 | – | 0 | – | 0.00% | – |
Q1 2019 | $0 | – | 0 | – | 0.00% | – |
Q4 2018 | $0 | – | 0 | – | 0.00% | – |
Q3 2018 | $0 | – | 0 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Strategies Group, Inc. | 996,942 | $33,816,270 | 10.67% |
COOK WEALTH MANAGEMENT GROUP 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% |