ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 153 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $787 | +0.6% | 23,424 | +6.6% | 0.11% | +5.7% |
| Q2 2023 | $782 | +0.6% | 21,974 | -0.2% | 0.10% | -2.8% |
| Q1 2023 | $777 | +21.8% | 22,024 | +11.9% | 0.11% | +17.4% |
| Q4 2022 | $638 | -99.9% | 19,689 | -1.3% | 0.09% | +8.2% |
| Q3 2022 | $554,000 | -45.6% | 19,939 | -39.4% | 0.08% | -42.6% |
| Q2 2022 | $1,018,000 | -18.7% | 32,922 | -3.0% | 0.15% | -10.3% |
| Q1 2022 | $1,252,000 | +1.1% | 33,946 | +8.0% | 0.16% | 0.0% |
| Q4 2021 | $1,238,000 | +12.1% | 31,446 | +7.9% | 0.16% | -0.6% |
| Q3 2021 | $1,104,000 | +9.7% | 29,148 | +11.7% | 0.17% | +7.8% |
| Q2 2021 | $1,006,000 | +34.5% | 26,097 | +27.2% | 0.15% | +27.3% |
| Q1 2021 | $748,000 | +7.5% | 20,522 | +5.2% | 0.12% | +3.4% |
| Q4 2020 | $696,000 | +20.6% | 19,505 | +6.0% | 0.12% | +4.5% |
| Q3 2020 | $577,000 | +82.0% | 18,405 | +70.5% | 0.11% | +72.3% |
| Q2 2020 | $317,000 | – | 10,795 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,390,721 | $94,147,000 | 10.20% |
| Abundance Wealth Counselors | 724,685 | $28,538,000 | 7.32% |
| Integrity Financial Corp /WA | 239,030 | $9,413,000 | 6.97% |
| Richard P Slaughter Associates Inc | 491,865 | $19,369,000 | 6.85% |
| Richard Bernstein Advisors LLC | 7,391,993 | $291,097,000 | 5.62% |
| Klaas Financial Asset Advisors, LLC | 560,492 | $22,072,000 | 4.98% |
| Evergreen Wealth Solutions, LLC | 129,314 | $5,092,000 | 4.62% |
| MFA WEALTH ADVISORS, LLC | 255,842 | $10,076,000 | 4.26% |
| MBA Advisors LLC | 172,780 | $6,804,000 | 4.22% |
| Retirement Planning Group, LLC | 1,105,361 | $43,529,000 | 4.21% |