ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,311 | +4.4% | 68,771 | +10.6% | 0.09% | +6.0% |
| Q2 2023 | $2,214 | -2.7% | 62,193 | -3.5% | 0.08% | -11.6% |
| Q1 2023 | $2,276 | +14.4% | 64,474 | +5.0% | 0.10% | +6.7% |
| Q4 2022 | $1,989 | -99.8% | 61,417 | +32.7% | 0.09% | +39.1% |
| Q3 2022 | $1,286,000 | -9.2% | 46,290 | +1.1% | 0.06% | -5.9% |
| Q2 2022 | $1,417,000 | +58.0% | 45,799 | +88.3% | 0.07% | +70.0% |
| Q1 2022 | $897,000 | -7.0% | 24,328 | -0.6% | 0.04% | -7.0% |
| Q4 2021 | $964,000 | +19.8% | 24,481 | +15.2% | 0.04% | +7.5% |
| Q3 2021 | $805,000 | +33.3% | 21,256 | +35.8% | 0.04% | +29.0% |
| Q2 2021 | $604,000 | +14.0% | 15,652 | +7.5% | 0.03% | +6.9% |
| Q1 2021 | $530,000 | +69.9% | 14,555 | +66.6% | 0.03% | +52.6% |
| Q4 2020 | $312,000 | +1055.6% | 8,739 | +897.6% | 0.02% | +850.0% |
| Q3 2020 | $27,000 | – | 876 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,585,553 | $79,971,000 | 9.50% |
| Integrity Financial Corp /WA | 245,298 | $7,587,000 | 7.21% |
| Retirement Planning Group, LLC | 1,789,103 | $55,337,000 | 6.83% |
| Richard P Slaughter Associates Inc | 492,075 | $15,219,000 | 6.68% |
| Allen Capital Group, LLC | 849,757 | $26,283,000 | 5.33% |
| Richard Bernstein Advisors LLC | 7,712,137 | $238,536,000 | 5.18% |
| Klaas Financial Asset Advisors, LLC | 644,159 | $19,924,000 | 4.94% |
| Abundance Wealth Counselors | 539,400 | $16,684,000 | 4.52% |
| MBA Advisors LLC | 201,015 | $6,217,000 | 4.27% |
| STRINGER ASSET MANAGEMENT, LLC | 63,220 | $1,955,000 | 4.19% |