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 | $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 ↓ |
|---|---|---|---|
| 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% |