B. Riley Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 352 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$303,005
-1.8%
9,015
+4.0%
0.01%
+14.3%
Q2 2023$308,486
+5.7%
8,665
+4.8%
0.01%
-12.5%
Q1 2023$291,922
-3.3%
8,270
-11.3%
0.01%0.0%
Q4 2022$301,847
+18.8%
9,319
+2.3%
0.01%0.0%
Q3 2022$254,0009,1100.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
BRR OpCo, LLC 2,585,553$79,971,0009.50%
Integrity Financial Corp /WA 245,298$7,587,0007.21%
Retirement Planning Group, LLC 1,789,103$55,337,0006.83%
Richard P Slaughter Associates Inc 492,075$15,219,0006.68%
Allen Capital Group, LLC 849,757$26,283,0005.33%
Richard Bernstein Advisors LLC 7,712,137$238,536,0005.18%
Klaas Financial Asset Advisors, LLC 644,159$19,924,0004.94%
Abundance Wealth Counselors 539,400$16,684,0004.52%
MBA Advisors LLC 201,015$6,217,0004.27%
STRINGER ASSET MANAGEMENT, LLC 63,220$1,955,0004.19%
View complete list of ISHARES TR shareholders