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 | $2,511,496 | -10.4% | 74,459 | -5.8% | 0.15% | -6.7% |
| Q2 2023 | $2,803,042 | -29.0% | 79,048 | -29.4% | 0.16% | -34.7% |
| Q1 2023 | $3,950,662 | -0.9% | 111,917 | -9.1% | 0.25% | -7.0% |
| Q4 2022 | $3,986,666 | +12.1% | 123,083 | -3.9% | 0.27% | -1.1% |
| Q3 2022 | $3,557,000 | +899.2% | 128,041 | +1014.0% | 0.27% | +950.0% |
| Q2 2022 | $356,000 | +263.3% | 11,494 | +331.3% | 0.03% | +333.3% |
| Q1 2022 | $98,000 | – | 2,665 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,390,721 | $94,147,000 | 10.20% |
| Abundance Wealth Counselors | 724,685 | $28,538,000 | 7.32% |
| Integrity Financial Corp /WA | 239,030 | $9,413,000 | 6.97% |
| Richard P Slaughter Associates Inc | 491,865 | $19,369,000 | 6.85% |
| Richard Bernstein Advisors LLC | 7,391,993 | $291,097,000 | 5.62% |
| Klaas Financial Asset Advisors, LLC | 560,492 | $22,072,000 | 4.98% |
| Evergreen Wealth Solutions, LLC | 129,314 | $5,092,000 | 4.62% |
| MFA WEALTH ADVISORS, LLC | 255,842 | $10,076,000 | 4.26% |
| MBA Advisors LLC | 172,780 | $6,804,000 | 4.22% |
| Retirement Planning Group, LLC | 1,105,361 | $43,529,000 | 4.21% |