ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 372 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,414,776 | -5.6% | 101,600 | 0.0% | 0.01% | +25.0% |
| Q2 2023 | $3,616,960 | -9.1% | 101,600 | -9.9% | 0.00% | -33.3% |
| Q1 2023 | $3,978,663 | +8.7% | 112,710 | -0.3% | 0.01% | 0.0% |
| Q4 2022 | $3,660,717 | +8.5% | 113,020 | -6.9% | 0.01% | 0.0% |
| Q3 2022 | $3,373,000 | -19.1% | 121,410 | -9.9% | 0.01% | -14.3% |
| Q2 2022 | $4,170,000 | -12.3% | 134,810 | +4.5% | 0.01% | 0.0% |
| Q1 2022 | $4,754,000 | +18.3% | 128,950 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $4,018,000 | +6.4% | 128,950 | +2.5% | 0.01% | 0.0% |
| Q3 2021 | $3,776,000 | -1.9% | 125,840 | +2.5% | 0.01% | 0.0% |
| Q2 2021 | $3,850,000 | +2.1% | 122,800 | -5.5% | 0.01% | -12.5% |
| Q1 2021 | $3,772,000 | +5.0% | 129,940 | +2.2% | 0.01% | 0.0% |
| Q4 2020 | $3,592,000 | +5.7% | 127,200 | -9.7% | 0.01% | -11.1% |
| Q3 2020 | $3,398,000 | +7.8% | 140,890 | -1.1% | 0.01% | 0.0% |
| Q2 2020 | $3,152,000 | +21.5% | 142,480 | +1.4% | 0.01% | 0.0% |
| Q1 2020 | $2,594,000 | – | 140,580 | – | 0.01% | – |
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% |