ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 264 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,402,631 | +10.7% | 369,016 | +17.2% | 0.03% | +10.0% |
| Q2 2023 | $11,205,169 | +121246.9% | 314,752 | +20.3% | 0.03% | +11.1% |
| Q1 2023 | $9,234 | +40.1% | 261,591 | +28.5% | 0.03% | +28.6% |
| Q4 2022 | $6,592 | -99.9% | 203,509 | -45.2% | 0.02% | -48.8% |
| Q3 2022 | $10,321,000 | -1.6% | 371,532 | +9.6% | 0.04% | -4.7% |
| Q2 2022 | $10,488,000 | -6.4% | 339,074 | +11.5% | 0.04% | +2.4% |
| Q1 2022 | $11,209,000 | -4.8% | 304,016 | +1.7% | 0.04% | -16.0% |
| Q4 2021 | $11,769,000 | +0.3% | 298,850 | -3.5% | 0.05% | -18.0% |
| Q3 2021 | $11,733,000 | – | 309,754 | – | 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% |