ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q1 2022. 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 ↓ |
|---|---|---|---|
| Richard P Slaughter Associates Inc | 464,986 | $14,568,000 | 6.68% |
| Abundance Wealth Counselors | 687,232 | $21,531,000 | 6.20% |
| Epstein & White Financial LLC | 470,088 | $14,715,000 | 5.25% |
| TOBIAS FINANCIAL ADVISORS, INC. | 289,870 | $9,082,000 | 4.98% |
| Richard Bernstein Advisors LLC | 5,311,830 | $166,418,000 | 4.67% |
| Retirement Planning Group, LLC | 898,455 | $28,149,000 | 4.59% |
| Crumly & Associates Inc. | 165,473 | $5,184,000 | 4.43% |
| Adams Chetwood Wealth Management LLC | 132,665 | $4,156,000 | 4.00% |
| Stewardship Advisors, LLC | 246,573 | $7,856,000 | 3.93% |
| Armbruster Capital Management, Inc. | 301,608 | $9,449,000 | 3.63% |