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 ↓ |
|---|---|---|---|
| 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% |