ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $2,255,167 | -11.5% | 63,347 | -12.2% | 0.05% | -16.4% |
Q1 2023 | $2,547,117 | +7.1% | 72,156 | -1.7% | 0.06% | 0.0% |
Q4 2022 | $2,378,347 | +153.3% | 73,428 | +117.3% | 0.06% | +189.5% |
Q3 2022 | $939,000 | -12.4% | 33,797 | -2.5% | 0.02% | -9.5% |
Q2 2022 | $1,072,000 | -15.0% | 34,659 | +1.3% | 0.02% | -4.5% |
Q1 2022 | $1,261,000 | – | 34,212 | – | 0.02% | – |
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% |