ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 116 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |