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 | $370 | -98.5% | 11 | -98.4% | 0.00% | – |
| Q2 2023 | $24,956 | +1470.5% | 701 | +1457.8% | 0.00% | – |
| Q1 2023 | $1,589 | +9.0% | 45 | 0.0% | 0.00% | – |
| Q4 2022 | $1,458 | +45.8% | 45 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | -99.7% | 45 | -99.4% | 0.00% | -100.0% |
| Q1 2022 | $294,000 | -93.5% | 7,987 | -93.0% | 0.00% | -94.4% |
| Q4 2021 | $4,498,000 | +5.6% | 114,215 | +1.6% | 0.02% | -5.3% |
| Q3 2021 | $4,259,000 | -4.8% | 112,441 | -3.1% | 0.02% | -9.5% |
| Q2 2021 | $4,474,000 | +2.5% | 116,019 | -3.2% | 0.02% | -8.7% |
| Q1 2021 | $4,367,000 | -4.7% | 119,849 | -6.7% | 0.02% | -11.5% |
| Q4 2020 | $4,580,000 | +10309.1% | 128,424 | +9112.6% | 0.03% | – |
| Q3 2020 | $44,000 | +340.0% | 1,394 | +268.8% | 0.00% | – |
| Q1 2020 | $10,000 | -16.7% | 378 | 0.0% | 0.00% | – |
| Q4 2019 | $12,000 | 0.0% | 378 | -2.8% | 0.00% | – |
| Q3 2019 | $12,000 | 0.0% | 389 | 0.0% | 0.00% | – |
| Q2 2019 | $12,000 | – | 389 | – | 0.00% | – |
Download | ||||||
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% |