ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 264 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,543,063 | -2.0% | 135,170 | +3.8% | 0.27% | +6.4% |
| Q2 2023 | $4,636,188 | -16.3% | 130,230 | -17.0% | 0.25% | -13.8% |
| Q1 2023 | $5,538,836 | +7.0% | 156,908 | -1.8% | 0.29% | +10.3% |
| Q4 2022 | $5,176,330 | +20.7% | 159,813 | +3.5% | 0.26% | +1.2% |
| Q3 2022 | $4,288,000 | +11.0% | 154,351 | +23.6% | 0.26% | +17.1% |
| Q2 2022 | $3,864,000 | +14.0% | 124,918 | +36.0% | 0.22% | +37.0% |
| Q1 2022 | $3,388,000 | +124.4% | 91,881 | +139.6% | 0.16% | +125.0% |
| Q4 2021 | $1,510,000 | +135.6% | 38,351 | +126.6% | 0.07% | +118.2% |
| Q3 2021 | $641,000 | +220.5% | 16,925 | +226.4% | 0.03% | +230.0% |
| Q2 2021 | $200,000 | – | 5,186 | – | 0.01% | – |
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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% |