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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,645,847 | +2.6% | 138,228 | +8.7% | 0.05% | 0.0% |
Q2 2023 | $4,527,751 | +10.8% | 127,184 | +9.9% | 0.05% | +4.0% |
Q1 2023 | $4,086,878 | +3.7% | 115,776 | -4.8% | 0.05% | -5.7% |
Q4 2022 | $3,940,317 | +15.1% | 121,652 | -1.2% | 0.05% | 0.0% |
Q3 2022 | $3,422,000 | +18.4% | 123,186 | +31.9% | 0.05% | +20.5% |
Q2 2022 | $2,890,000 | +16.0% | 93,422 | +38.3% | 0.04% | +29.4% |
Q1 2022 | $2,492,000 | +14.9% | 67,569 | +22.7% | 0.03% | +3.0% |
Q4 2021 | $2,169,000 | +10.0% | 55,084 | +6.0% | 0.03% | 0.0% |
Q3 2021 | $1,971,000 | +28.1% | 51,978 | +30.4% | 0.03% | +17.9% |
Q2 2021 | $1,539,000 | +13.1% | 39,873 | +6.8% | 0.03% | -3.4% |
Q1 2021 | $1,361,000 | +3.8% | 37,347 | +1.8% | 0.03% | -6.5% |
Q4 2020 | $1,311,000 | +21.6% | 36,673 | +6.1% | 0.03% | +82.4% |
Q3 2020 | $1,078,000 | +98.9% | 34,574 | +87.8% | 0.02% | +6.2% |
Q2 2020 | $542,000 | – | 18,407 | – | 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% |