ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 264 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $139,683 | -0.9% | 4,156 | +5.0% | 0.02% | -13.8% |
| Q2 2023 | $140,905 | -17.3% | 3,958 | -18.0% | 0.03% | -23.7% |
| Q1 2023 | $170,358 | +9.0% | 4,826 | 0.0% | 0.04% | +2.7% |
| Q4 2022 | $156,314 | +16.7% | 4,826 | 0.0% | 0.04% | -43.1% |
| Q3 2022 | $134,000 | -10.1% | 4,826 | 0.0% | 0.06% | -7.1% |
| Q2 2022 | $149,000 | -16.3% | 4,826 | 0.0% | 0.07% | -9.1% |
| Q1 2022 | $178,000 | -6.3% | 4,826 | 0.0% | 0.08% | +4.1% |
| Q4 2021 | $190,000 | +3.8% | 4,826 | 0.0% | 0.07% | -30.8% |
| Q3 2021 | $183,000 | -1.6% | 4,826 | 0.0% | 0.11% | +0.9% |
| Q2 2021 | $186,000 | +5.7% | 4,826 | 0.0% | 0.11% | +5.0% |
| Q1 2021 | $176,000 | +2.3% | 4,826 | 0.0% | 0.10% | -19.8% |
| Q4 2020 | $172,000 | – | 4,826 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Strategies Group, Inc. | 996,942 | $33,816,270 | 10.67% |
| Cook Wealth, 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% |