ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 375 filers reported holding ISHARES TR in Q2 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 ↓ |
|---|---|---|---|
| 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% |