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% | – |
Download |
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% |