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 | $1,664,724 | +1.4% | 49,531 | +7.4% | 0.19% | +0.5% |
| Q2 2023 | $1,642,440 | +2.7% | 46,136 | +1.8% | 0.19% | -7.7% |
| Q1 2023 | $1,599,735 | +18.0% | 45,318 | +8.3% | 0.21% | +4.5% |
| Q4 2022 | $1,355,381 | +19.6% | 41,846 | +2.6% | 0.20% | +8.1% |
| Q3 2022 | $1,133,000 | +6981.2% | 40,793 | +9342.8% | 0.18% | +9150.0% |
| Q1 2022 | $16,000 | -5.9% | 432 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $17,000 | +21.4% | 432 | +14.9% | 0.00% | +50.0% |
| Q3 2021 | $14,000 | – | 376 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Strategies Group, Inc. | 991,515 | $35,297,945 | 11.29% |
| Abundance Wealth Counselors | 531,933 | $18,937 | 9.80% |
| ENZI WEALTH | 435,626 | $15,861,143 | 8.07% |
| Unison Advisors LLC | 2,011,963 | $71,625,897 | 7.95% |
| Interchange Capital Partners, LLC | 284,855 | $10,141,910 | 7.74% |
| COOK WEALTH MANAGEMENT GROUP LLC | 273,182 | $9,891,916 | 7.62% |
| Merriman Wealth Management, LLC | 4,196,261 | $149,386,910 | 7.36% |
| Retirement Planning Group, LLC | 1,948,323 | $69,360,316 | 6.92% |
| Dechtman Wealth Management, LLC | 610,382 | $21,729,614 | 6.47% |
| Integrity Financial Corp /WA | 227,129 | $8,085,788 | 5.89% |