ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 64 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,332 | -14.4% | 1,081 | -9.3% | 0.00% | – |
| Q2 2023 | $42,435 | +55.1% | 1,192 | +53.8% | 0.00% | – |
| Q1 2023 | $27,352 | +25.7% | 775 | +15.3% | 0.00% | – |
| Q4 2022 | $21,761 | -51.6% | 672 | -58.5% | 0.00% | – |
| Q3 2022 | $45,000 | +12.5% | 1,619 | +26.2% | 0.00% | – |
| Q2 2022 | $40,000 | +2.6% | 1,283 | +20.6% | 0.00% | – |
| Q1 2022 | $39,000 | -7.1% | 1,064 | 0.0% | 0.00% | – |
| Q4 2021 | $42,000 | +5.0% | 1,064 | 0.0% | 0.00% | – |
| Q3 2021 | $40,000 | -2.4% | 1,064 | 0.0% | 0.00% | – |
| Q2 2021 | $41,000 | +5.1% | 1,064 | 0.0% | 0.00% | – |
| Q1 2021 | $39,000 | +5.4% | 1,064 | +2.4% | 0.00% | – |
| Q4 2020 | $37,000 | +12.1% | 1,039 | 0.0% | 0.00% | – |
| Q3 2020 | $33,000 | +6.5% | 1,039 | 0.0% | 0.00% | – |
| Q2 2020 | $31,000 | +14.8% | 1,039 | 0.0% | 0.00% | – |
| Q1 2020 | $27,000 | +17.4% | 1,039 | +43.7% | 0.00% | – |
| Q4 2019 | $23,000 | +43.8% | 723 | +35.4% | 0.00% | – |
| Q3 2019 | $16,000 | 0.0% | 534 | 0.0% | 0.00% | – |
| Q2 2019 | $16,000 | 0.0% | 534 | 0.0% | 0.00% | – |
| Q1 2019 | $16,000 | – | 534 | – | 0.00% | – |
Download | ||||||
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% |