ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 52 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,098 | -8.1% | 419 | -2.8% | 0.00% | – |
| Q2 2023 | $15,344 | +2.8% | 431 | +1.9% | 0.00% | – |
| Q1 2023 | $14,932 | +5.3% | 423 | -3.4% | 0.00% | – |
| Q4 2022 | $14,187 | -21.2% | 438 | -31.3% | 0.00% | -100.0% |
| Q3 2022 | $18,000 | -33.3% | 638 | -27.0% | 0.00% | 0.0% |
| Q2 2022 | $27,000 | -12.9% | 874 | +3.1% | 0.00% | 0.0% |
| Q1 2022 | $31,000 | -26.2% | 848 | -21.1% | 0.00% | 0.0% |
| Q4 2021 | $42,000 | +2.4% | 1,075 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $41,000 | -2.4% | 1,075 | -0.6% | 0.00% | -50.0% |
| Q2 2021 | $42,000 | +20.0% | 1,081 | +12.5% | 0.00% | 0.0% |
| Q1 2021 | $35,000 | +16.7% | 961 | +15.5% | 0.00% | +100.0% |
| Q4 2020 | $30,000 | +15.4% | 832 | -0.5% | 0.00% | 0.0% |
| Q3 2020 | $26,000 | +8.3% | 836 | +1.3% | 0.00% | 0.0% |
| Q2 2020 | $24,000 | -22.6% | 825 | -30.7% | 0.00% | -66.7% |
| Q1 2020 | $31,000 | -16.2% | 1,191 | +4.4% | 0.00% | 0.0% |
| Q4 2019 | $37,000 | +8.8% | 1,141 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $34,000 | -2.9% | 1,141 | -0.2% | 0.00% | 0.0% |
| Q2 2019 | $35,000 | +25.0% | 1,143 | +19.3% | 0.00% | +50.0% |
| Q1 2019 | $28,000 | – | 958 | – | 0.00% | – |
Download | ||||||
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% |