ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 264 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $20,862 | +15.9% | 586 | +2.3% | 0.00% | – |
Q2 2022 | $18,000 | -14.3% | 573 | 0.0% | 0.00% | – |
Q1 2022 | $21,000 | -8.7% | 573 | 0.0% | 0.00% | – |
Q4 2021 | $23,000 | +4.5% | 573 | 0.0% | 0.00% | – |
Q3 2021 | $22,000 | 0.0% | 573 | 0.0% | 0.00% | – |
Q2 2021 | $22,000 | -83.8% | 573 | -86.4% | 0.00% | -100.0% |
Q4 2019 | $136,000 | – | 4,199 | – | 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% |