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 | $3,467,274 | -3.6% | 103,161 | +2.1% | 0.13% | +0.8% |
| Q2 2023 | $3,598,043 | +13.6% | 101,068 | +12.6% | 0.13% | +22.9% |
| Q1 2023 | $3,167,238 | +116.2% | 89,723 | +98.4% | 0.10% | +101.9% |
| Q4 2022 | $1,464,671 | +18.2% | 45,219 | +1.4% | 0.05% | +10.6% |
| Q3 2022 | $1,239,000 | -20.3% | 44,588 | -11.3% | 0.05% | -13.0% |
| Q2 2022 | $1,555,000 | -16.1% | 50,278 | +0.0% | 0.05% | -3.6% |
| Q1 2022 | $1,853,000 | -14.2% | 50,253 | -8.3% | 0.06% | -6.7% |
| Q4 2021 | $2,159,000 | +22.9% | 54,831 | +18.2% | 0.06% | +13.2% |
| Q3 2021 | $1,757,000 | +1.7% | 46,392 | +3.6% | 0.05% | +1.9% |
| Q2 2021 | $1,728,000 | +16.1% | 44,800 | +9.7% | 0.05% | +8.3% |
| Q1 2021 | $1,489,000 | +103.1% | 40,853 | +98.8% | 0.05% | +92.0% |
| Q4 2020 | $733,000 | – | 20,548 | – | 0.02% | – |
Download | ||||||
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% |