ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 352 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,345 | +2.0% | 69,767 | +8.1% | 0.36% | +4.3% |
| Q2 2023 | $2,298 | -99.9% | 64,557 | +0.3% | 0.35% | -6.5% |
| Q1 2023 | $2,271,626 | +22.6% | 64,352 | +12.5% | 0.37% | +13.4% |
| Q4 2022 | $1,853,583 | +14.6% | 57,227 | -1.7% | 0.33% | -2.4% |
| Q3 2022 | $1,617,000 | +13.6% | 58,205 | +26.5% | 0.34% | +16.7% |
| Q2 2022 | $1,424,000 | -4.9% | 46,027 | +13.3% | 0.29% | +6.3% |
| Q1 2022 | $1,498,000 | +78.1% | 40,629 | +90.3% | 0.27% | +78.3% |
| Q4 2021 | $841,000 | +167.8% | 21,347 | +157.7% | 0.15% | +145.2% |
| Q3 2021 | $314,000 | +10.2% | 8,285 | +12.2% | 0.06% | +10.7% |
| Q2 2021 | $285,000 | – | 7,385 | – | 0.06% | – |
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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% |