ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 372 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| 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% |