ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 352 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $467 | +0.6% | 13,898 | +6.6% | 0.22% | +3.9% |
| Q2 2023 | $464 | +2.2% | 13,039 | +1.5% | 0.21% | -4.2% |
| Q1 2023 | $454 | -2.4% | 12,849 | -10.5% | 0.22% | -6.5% |
| Q4 2022 | $465 | -99.9% | 14,364 | +2.4% | 0.23% | +3.1% |
| Q3 2022 | $390,000 | -16.3% | 14,023 | -6.8% | 0.22% | -28.4% |
| Q2 2022 | $466,000 | -2.9% | 15,053 | +15.6% | 0.31% | +22.7% |
| Q1 2022 | $480,000 | +4.8% | 13,018 | +11.9% | 0.26% | +15.9% |
| Q4 2021 | $458,000 | +33.9% | 11,630 | +29.0% | 0.22% | -6.4% |
| Q3 2021 | $342,000 | – | 9,017 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Abundance Wealth Counselors | 814,143 | $30,840,000 | 18.02% |
| BRR OpCo, LLC | 2,401,368 | $90,964,000 | 10.36% |
| Richard P Slaughter Associates Inc | 414,622 | $15,705,000 | 6.22% |
| TOBIAS FINANCIAL ADVISORS, INC. | 387,162 | $14,666,000 | 5.48% |
| Richard Bernstein Advisors LLC | 7,170,258 | $271,609,000 | 5.48% |
| Klaas Financial Asset Advisors, LLC | 530,229 | $20,085,000 | 4.90% |
| Retirement Planning Group, LLC | 1,087,228 | $41,184,000 | 4.68% |
| MBA Advisors LLC | 161,053 | $6,101,000 | 4.50% |
| Allen Capital Group, LLC | 589,629 | $22,335,000 | 4.48% |
| Insight Wealth Strategies, LLC | 760,574 | $28,811,000 | 4.05% |