ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 309 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $145,061 | -1.6% | 4,316 | +4.3% | 0.11% | +1.9% |
| Q2 2023 | $147,348 | -5.8% | 4,139 | -6.6% | 0.11% | -9.2% |
| Q1 2023 | $156,450 | +14.7% | 4,432 | +5.2% | 0.12% | +10.2% |
| Q4 2022 | $136,427 | +340.1% | 4,212 | +276.1% | 0.11% | +315.4% |
| Q3 2022 | $31,000 | +47.6% | 1,120 | +66.7% | 0.03% | +52.9% |
| Q2 2022 | $21,000 | -30.0% | 672 | -17.2% | 0.02% | -15.0% |
| Q1 2022 | $30,000 | +76.5% | 812 | +86.7% | 0.02% | +100.0% |
| Q4 2021 | $17,000 | – | 435 | – | 0.01% | – |
Download | ||||||
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% |