ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 296 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,630 | -38.5% | 107,991 | -34.9% | 0.31% | -30.8% |
| Q2 2023 | $5,905 | +16.0% | 165,882 | +15.0% | 0.45% | +9.0% |
| Q1 2023 | $5,092 | +123.7% | 144,245 | +105.2% | 0.41% | +100.5% |
| Q4 2022 | $2,276 | -99.8% | 70,283 | +39.8% | 0.20% | +24.2% |
| Q3 2022 | $1,396,000 | +53.9% | 50,270 | +71.4% | 0.16% | +58.7% |
| Q2 2022 | $907,000 | -96.3% | 29,329 | -95.6% | 0.10% | -95.7% |
| Q1 2022 | $24,513,000 | -3.6% | 664,845 | +3.0% | 2.42% | -1.1% |
| Q4 2021 | $25,421,000 | +7.5% | 645,528 | +3.4% | 2.45% | -0.9% |
| Q3 2021 | $23,656,000 | -1.1% | 624,511 | +0.7% | 2.47% | +1.4% |
| Q2 2021 | $23,910,000 | +13.3% | 620,071 | +7.0% | 2.44% | +4.5% |
| Q1 2021 | $21,112,000 | +5.2% | 579,369 | +2.9% | 2.33% | -6.0% |
| Q4 2020 | $20,069,000 | +20.1% | 562,783 | +5.5% | 2.48% | +9.6% |
| Q3 2020 | $16,708,000 | +5.8% | 533,280 | -0.7% | 2.26% | -0.7% |
| Q2 2020 | $15,795,000 | +14.7% | 537,076 | +0.8% | 2.28% | +5.4% |
| Q1 2020 | $13,769,000 | -18.4% | 532,631 | +2.0% | 2.16% | -7.6% |
| Q4 2019 | $16,864,000 | +7.7% | 522,287 | -1.0% | 2.34% | +9.6% |
| Q3 2019 | $15,662,000 | -0.8% | 527,707 | +0.9% | 2.14% | -2.1% |
| Q2 2019 | $15,783,000 | -46.8% | 522,778 | -48.6% | 2.18% | +9.0% |
| Q1 2019 | $29,690,000 | +135.8% | 1,017,866 | +108.7% | 2.00% | -4.3% |
| Q4 2018 | $12,589,000 | – | 487,792 | – | 2.10% | – |
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% |