ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 230 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,264,327 | -1.5% | 232,514 | -1.9% | 0.94% | -24.7% |
| Q1 2023 | $8,386,196 | -20.6% | 237,137 | -30.5% | 1.25% | -56.0% |
| Q2 2022 | $10,557,000 | +22.6% | 341,331 | +46.2% | 2.84% | +107.4% |
| Q1 2022 | $8,610,000 | -15.8% | 233,526 | -13.5% | 1.37% | -27.6% |
| Q3 2021 | $10,228,000 | -1.3% | 270,005 | +0.5% | 1.89% | -9.0% |
| Q2 2021 | $10,358,000 | +9.0% | 268,627 | +3.0% | 2.08% | -22.8% |
| Q1 2021 | $9,507,000 | -12.8% | 260,884 | -14.7% | 2.70% | -23.3% |
| Q4 2020 | $10,905,000 | +25.9% | 305,807 | +3.8% | 3.51% | -1.8% |
| Q3 2020 | $8,664,000 | – | 294,579 | – | 3.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Richard P Slaughter Associates Inc | 538,516 | $15,838,000 | 6.88% |
| Abundance Wealth Counselors | 675,678 | $19,872,000 | 6.04% |
| TOBIAS FINANCIAL ADVISORS, INC. | 276,493 | $8,132,000 | 4.78% |
| Crumly & Associates Inc. | 169,592 | $4,988,000 | 4.67% |
| Richard Bernstein Advisors LLC | 4,770,451 | $140,298,000 | 4.39% |
| Epstein & White Financial LLC | 370,701 | $10,869,000 | 4.12% |
| Adams Chetwood Wealth Management LLC | 131,402 | $3,865,000 | 3.93% |
| Ackerman Capital Advisors, LLC | 413,897 | $12,173,000 | 3.65% |
| Armbruster Capital Management, Inc. | 299,308 | $8,803,000 | 3.53% |
| Wade Financial Advisory, Inc | 124,283 | $3,655,000 | 3.16% |