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 | $558,262 | -6.3% | 16,610 | -0.7% | 0.05% | 0.0% |
| Q2 2023 | $595,624 | -4.3% | 16,731 | -5.1% | 0.05% | -14.0% |
| Q1 2023 | $622,197 | +12.8% | 17,626 | +3.5% | 0.06% | +5.6% |
| Q4 2022 | $551,569 | -3.2% | 17,029 | -17.2% | 0.05% | -10.0% |
| Q3 2022 | $570,000 | -2.1% | 20,560 | +9.5% | 0.06% | +1.7% |
| Q2 2022 | $582,000 | -16.1% | 18,778 | -0.2% | 0.06% | -3.3% |
| Q1 2022 | $694,000 | +33.7% | 18,820 | +42.8% | 0.06% | +38.6% |
| Q4 2021 | $519,000 | +1.0% | 13,175 | -2.9% | 0.04% | -8.3% |
| Q3 2021 | $514,000 | -15.0% | 13,575 | -13.4% | 0.05% | -17.2% |
| Q2 2021 | $605,000 | +2.7% | 15,675 | -3.1% | 0.06% | -1.7% |
| Q1 2021 | $589,000 | – | 16,175 | – | 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% |