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% | – |
Download |
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% |