ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 230 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,907,378 | -5.6% | 116,256 | 0.0% | 0.44% | -3.9% |
Q2 2023 | $4,138,728 | +1.1% | 116,256 | +0.3% | 0.46% | -3.0% |
Q1 2023 | $4,092,941 | +9.2% | 115,947 | +0.2% | 0.47% | +11.8% |
Q4 2022 | $3,749,186 | +16.9% | 115,751 | +0.3% | 0.42% | +2.7% |
Q3 2022 | $3,206,000 | -10.2% | 115,405 | 0.0% | 0.41% | -1.4% |
Q2 2022 | $3,569,000 | -15.5% | 115,405 | +0.7% | 0.42% | +4.8% |
Q1 2022 | $4,224,000 | -6.4% | 114,553 | 0.0% | 0.40% | -24.9% |
Q4 2021 | $4,511,000 | +4.3% | 114,553 | +0.3% | 0.53% | +48.0% |
Q3 2021 | $4,325,000 | -1.8% | 114,173 | 0.0% | 0.36% | +2.9% |
Q2 2021 | $4,403,000 | +6.2% | 114,173 | +0.4% | 0.35% | +2.1% |
Q1 2021 | $4,145,000 | +42.1% | 113,740 | +39.1% | 0.34% | +40.9% |
Q4 2020 | $2,916,000 | -10.5% | 81,777 | -21.4% | 0.24% | -13.3% |
Q3 2020 | $3,259,000 | – | 104,018 | – | 0.28% | – |
Download |
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% |