ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 296 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,689,338 | +4.5% | 80,016 | +10.6% | 0.32% | +10.1% |
| Q2 2023 | $2,574,699 | +7.8% | 72,323 | +6.8% | 0.29% | +1.1% |
| Q1 2023 | $2,389,422 | +9.1% | 67,689 | +0.1% | 0.28% | +3.6% |
| Q4 2022 | $2,190,924 | +13.1% | 67,642 | -3.0% | 0.28% | +7.0% |
| Q3 2022 | $1,938,000 | -18.4% | 69,757 | -9.1% | 0.26% | -14.6% |
| Q2 2022 | $2,374,000 | -27.5% | 76,757 | -13.5% | 0.30% | -20.4% |
| Q1 2022 | $3,273,000 | -3.1% | 88,774 | +3.5% | 0.38% | -4.5% |
| Q4 2021 | $3,378,000 | +12.5% | 85,768 | +8.2% | 0.40% | +5.0% |
| Q3 2021 | $3,003,000 | +24.6% | 79,282 | +26.9% | 0.38% | +24.0% |
| Q2 2021 | $2,410,000 | -15.9% | 62,500 | -20.5% | 0.30% | -21.9% |
| Q1 2021 | $2,866,000 | +15.8% | 78,652 | +13.4% | 0.39% | +3.5% |
| Q4 2020 | $2,474,000 | +175.5% | 69,364 | +142.1% | 0.38% | +144.2% |
| Q3 2020 | $898,000 | +14.1% | 28,647 | +7.1% | 0.15% | +6.2% |
| Q2 2020 | $787,000 | – | 26,758 | – | 0.14% | – |
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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% |