ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q1 2022. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Richard P Slaughter Associates Inc | 538,516 | $15,838,000 | 6.88% |
| Abundance Wealth Counselors | 675,678 | $19,872,000 | 6.04% |
| TOBIAS FINANCIAL ADVISORS, INC. | 276,493 | $8,132,000 | 4.78% |
| Crumly & Associates Inc. | 169,592 | $4,988,000 | 4.67% |
| Richard Bernstein Advisors LLC | 4,770,451 | $140,298,000 | 4.39% |
| Epstein & White Financial LLC | 370,701 | $10,869,000 | 4.12% |
| Adams Chetwood Wealth Management LLC | 131,402 | $3,865,000 | 3.93% |
| Ackerman Capital Advisors, LLC | 413,897 | $12,173,000 | 3.65% |
| Armbruster Capital Management, Inc. | 299,308 | $8,803,000 | 3.53% |
| Wade Financial Advisory, Inc | 124,283 | $3,655,000 | 3.16% |