ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $838,147 | -5.6% | 24,937 | 0.0% | 0.40% | -21.5% |
| Q2 2023 | $887,772 | -47.2% | 24,937 | -55.2% | 0.52% | -50.1% |
| Q1 2023 | $1,682,010 | +118.0% | 55,674 | +133.7% | 1.04% | +106.6% |
| Q4 2022 | $771,675 | +18.5% | 23,824 | +1.6% | 0.50% | +15.7% |
| Q3 2022 | $651,000 | -10.2% | 23,451 | 0.0% | 0.43% | -2.9% |
| Q2 2022 | $725,000 | -14.2% | 23,451 | +2.4% | 0.45% | -23.6% |
| Q1 2022 | $845,000 | -16.9% | 22,911 | -11.3% | 0.58% | -10.8% |
| Q4 2021 | $1,017,000 | – | 25,834 | – | 0.66% | – |
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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% |