ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 372 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $99,000 | +8.8% | 2,564 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $91,000 | +13.8% | 2,564 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $80,000 | 0.0% | 2,564 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $80,000 | +6.7% | 2,564 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $75,000 | +13.6% | 2,564 | 0.0% | 0.00% | -20.0% |
Q1 2020 | $66,000 | – | 2,564 | – | 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% |