ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 372 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,683,000 | -1.6% | 585,770 | +4.2% | 0.04% | -5.1% |
| Q2 2023 | $20,001,000 | +12.3% | 562,385 | +11.3% | 0.04% | 0.0% |
| Q1 2023 | $17,818,000 | +25.9% | 505,122 | +15.7% | 0.04% | +21.9% |
| Q4 2022 | $14,148,000 | +3.7% | 436,672 | -11.1% | 0.03% | -13.5% |
| Q3 2022 | $13,645,000 | -39.0% | 491,011 | -32.1% | 0.04% | -36.2% |
| Q2 2022 | $22,352,000 | -16.7% | 723,009 | -0.7% | 0.06% | -3.3% |
| Q1 2022 | $26,832,000 | -5.8% | 727,955 | +0.6% | 0.06% | -3.2% |
| Q4 2021 | $28,499,000 | -1.2% | 723,792 | -4.9% | 0.06% | -19.5% |
| Q3 2021 | $28,835,000 | -2.2% | 761,280 | -0.4% | 0.08% | -9.4% |
| Q2 2021 | $29,479,000 | +2.3% | 764,372 | -3.4% | 0.08% | -6.6% |
| Q1 2021 | $28,820,000 | +2.2% | 790,909 | -0.0% | 0.09% | -22.2% |
| Q4 2020 | $28,197,000 | +28.7% | 790,965 | +13.1% | 0.12% | +10.4% |
| Q3 2020 | $21,905,000 | +24.6% | 699,420 | +16.9% | 0.11% | +10.4% |
| Q2 2020 | $17,577,000 | +141.0% | 598,260 | +112.2% | 0.10% | +104.3% |
| Q1 2020 | $7,293,000 | +33.3% | 281,997 | +66.5% | 0.05% | +46.9% |
| Q4 2019 | $5,470,000 | – | 169,397 | – | 0.03% | – |
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% |