ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 337 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,913 | +23.6% | 86,664 | +30.9% | 0.14% | +29.5% |
| Q2 2023 | $2,356 | +0.8% | 66,186 | -0.1% | 0.11% | -4.3% |
| Q1 2023 | $2,338 | +12.9% | 66,244 | +3.7% | 0.12% | +2.6% |
| Q4 2022 | $2,070 | -99.9% | 63,901 | +24.7% | 0.11% | +42.5% |
| Q3 2022 | $1,424,000 | +43.3% | 51,245 | +59.4% | 0.08% | +48.1% |
| Q2 2022 | $994,000 | +107.1% | 32,151 | +146.9% | 0.05% | +145.5% |
| Q1 2022 | $480,000 | -13.0% | 13,023 | -7.1% | 0.02% | -8.3% |
| Q4 2021 | $552,000 | +3.4% | 14,016 | -0.6% | 0.02% | -4.0% |
| Q3 2021 | $534,000 | -2.7% | 14,101 | -1.0% | 0.02% | -3.8% |
| Q2 2021 | $549,000 | +7.6% | 14,238 | +1.8% | 0.03% | -7.1% |
| Q1 2021 | $510,000 | +26.6% | 13,991 | +23.8% | 0.03% | -20.0% |
| Q4 2020 | $403,000 | +22.1% | 11,302 | +7.2% | 0.04% | +9.4% |
| Q3 2020 | $330,000 | +16.6% | 10,543 | +20.3% | 0.03% | +28.0% |
| Q4 2019 | $283,000 | – | 8,764 | – | 0.02% | – |
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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% |