ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 230 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $878,323 | -1.7% | 26,133 | +4.1% | 0.06% | +1.6% |
| Q2 2023 | $893,731 | -33.3% | 25,105 | -33.9% | 0.06% | -32.6% |
| Q1 2023 | $1,340,034 | +19.0% | 37,961 | +9.2% | 0.10% | +9.2% |
| Q4 2022 | $1,126,372 | +83.4% | 34,775 | +57.4% | 0.09% | +70.6% |
| Q3 2022 | $614,000 | -10.0% | 22,100 | +0.2% | 0.05% | -5.6% |
| Q2 2022 | $682,000 | -16.5% | 22,050 | -0.5% | 0.05% | -1.8% |
| Q1 2022 | $817,000 | +52.1% | 22,159 | +62.5% | 0.06% | +57.1% |
| Q4 2021 | $537,000 | +31.0% | 13,635 | +28.1% | 0.04% | +9.4% |
| Q2 2021 | $410,000 | +5.7% | 10,640 | +0.0% | 0.03% | -13.5% |
| Q1 2021 | $388,000 | +6.9% | 10,639 | +4.4% | 0.04% | -2.6% |
| Q4 2020 | $363,000 | – | 10,189 | – | 0.04% | – |
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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% |