ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 52 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,223,570 | -7.8% | 66,158 | -2.4% | 0.24% | -6.0% |
| Q2 2023 | $2,412,114 | -0.3% | 67,756 | -1.2% | 0.25% | -2.7% |
| Q1 2023 | $2,420,027 | +2.0% | 68,556 | -6.4% | 0.26% | -4.5% |
| Q4 2022 | $2,372,438 | +16.6% | 73,246 | 0.0% | 0.27% | +5.9% |
| Q3 2022 | $2,035,000 | -10.8% | 73,246 | -0.7% | 0.25% | -9.9% |
| Q2 2022 | $2,282,000 | -18.6% | 73,771 | -3.0% | 0.28% | -13.0% |
| Q1 2022 | $2,804,000 | -8.5% | 76,055 | -2.3% | 0.32% | -17.3% |
| Q4 2021 | $3,065,000 | +3.1% | 77,830 | -0.8% | 0.39% | -9.5% |
| Q3 2021 | $2,972,000 | -14.4% | 78,448 | -12.9% | 0.43% | -20.7% |
| Q2 2021 | $3,473,000 | +4.7% | 90,055 | -1.1% | 0.55% | -3.4% |
| Q1 2021 | $3,318,000 | -1.3% | 91,055 | -3.5% | 0.56% | -9.9% |
| Q4 2020 | $3,363,000 | +17.6% | 94,321 | +3.3% | 0.63% | +2.3% |
| Q3 2020 | $2,860,000 | +3.1% | 91,276 | -3.2% | 0.61% | -7.7% |
| Q2 2020 | $2,774,000 | +73.1% | 94,306 | +52.1% | 0.66% | +50.6% |
| Q1 2020 | $1,603,000 | +541.2% | 62,016 | +702.4% | 0.44% | +673.7% |
| Q4 2019 | $250,000 | +9.2% | 7,729 | 0.0% | 0.06% | +1.8% |
| Q3 2019 | $229,000 | -3.0% | 7,729 | -1.2% | 0.06% | -3.4% |
| Q2 2019 | $236,000 | +3.5% | 7,819 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $228,000 | +12.9% | 7,819 | 0.0% | 0.06% | +3.5% |
| Q4 2018 | $202,000 | -72.2% | 7,819 | -68.2% | 0.06% | -71.2% |
| Q3 2018 | $726,000 | -45.5% | 24,569 | -47.0% | 0.20% | -46.0% |
| Q2 2018 | $1,332,000 | -12.7% | 46,344 | -11.0% | 0.37% | -13.0% |
| Q1 2018 | $1,525,000 | -47.0% | 52,069 | -46.4% | 0.42% | -43.1% |
| Q4 2017 | $2,879,000 | +13.1% | 97,099 | +10.4% | 0.74% | +6.8% |
| Q3 2017 | $2,546,000 | +16.8% | 87,920 | +11.0% | 0.70% | +13.0% |
| Q2 2017 | $2,179,000 | – | 79,175 | – | 0.62% | – |
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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% |