ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 52 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,472,000 | +16.0% | 46,649 | +9.2% | 0.01% | 0.0% |
| Q3 2019 | $1,269,000 | -56.6% | 42,733 | -55.8% | 0.01% | -57.1% |
| Q2 2019 | $2,922,000 | +39.3% | 96,774 | +34.5% | 0.02% | +31.2% |
| Q1 2019 | $2,098,000 | +262.3% | 71,937 | +220.7% | 0.02% | +220.0% |
| Q4 2018 | $579,000 | +2947.4% | 22,433 | +3460.8% | 0.01% | – |
| Q3 2018 | $19,000 | +280.0% | 630 | +236.9% | 0.00% | – |
| Q2 2018 | $5,000 | 0.0% | 187 | 0.0% | 0.00% | – |
| Q1 2018 | $5,000 | -16.7% | 187 | 0.0% | 0.00% | – |
| Q4 2017 | $6,000 | +20.0% | 187 | 0.0% | 0.00% | – |
| Q3 2017 | $5,000 | 0.0% | 187 | 0.0% | 0.00% | – |
| Q2 2017 | $5,000 | 0.0% | 187 | 0.0% | 0.00% | – |
| Q1 2017 | $5,000 | 0.0% | 187 | 0.0% | 0.00% | – |
| Q4 2016 | $5,000 | – | 187 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Richard P Slaughter Associates Inc | 464,986 | $14,568,000 | 6.68% |
| Abundance Wealth Counselors | 687,232 | $21,531,000 | 6.20% |
| Epstein & White Financial LLC | 470,088 | $14,715,000 | 5.25% |
| TOBIAS FINANCIAL ADVISORS, INC. | 289,870 | $9,082,000 | 4.98% |
| Richard Bernstein Advisors LLC | 5,311,830 | $166,418,000 | 4.67% |
| Retirement Planning Group, LLC | 898,455 | $28,149,000 | 4.59% |
| Crumly & Associates Inc. | 165,473 | $5,184,000 | 4.43% |
| Adams Chetwood Wealth Management LLC | 132,665 | $4,156,000 | 4.00% |
| Stewardship Advisors, LLC | 246,573 | $7,856,000 | 3.93% |
| Armbruster Capital Management, Inc. | 301,608 | $9,449,000 | 3.63% |