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 | $990,135 | -7.6% | 29,460 | -2.1% | 0.05% | -5.7% |
| Q2 2023 | $1,071,256 | +0.1% | 30,091 | -0.8% | 0.05% | -8.6% |
| Q1 2023 | $1,070,312 | +52.0% | 30,320 | +39.4% | 0.06% | +34.9% |
| Q4 2022 | $704,368 | +21.7% | 21,746 | +16.2% | 0.04% | +10.3% |
| Q3 2022 | $579,000 | 0.0% | 18,717 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $579,000 | -19.0% | 18,717 | +3.1% | 0.04% | -9.3% |
| Q4 2021 | $715,000 | +102.5% | 18,162 | +95.0% | 0.04% | +290.9% |
| Q3 2021 | $353,000 | +28.4% | 9,313 | +30.7% | 0.01% | +22.2% |
| Q2 2021 | $275,000 | +73.0% | 7,125 | +63.0% | 0.01% | +50.0% |
| Q1 2021 | $159,000 | – | 4,371 | – | 0.01% | – |
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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% |