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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,585,553 | $79,971,000 | 9.50% |
| Integrity Financial Corp /WA | 245,298 | $7,587,000 | 7.21% |
| Retirement Planning Group, LLC | 1,789,103 | $55,337,000 | 6.83% |
| Richard P Slaughter Associates Inc | 492,075 | $15,219,000 | 6.68% |
| Allen Capital Group, LLC | 849,757 | $26,283,000 | 5.33% |
| Richard Bernstein Advisors LLC | 7,712,137 | $238,536,000 | 5.18% |
| Klaas Financial Asset Advisors, LLC | 644,159 | $19,924,000 | 4.94% |
| Abundance Wealth Counselors | 539,400 | $16,684,000 | 4.52% |
| MBA Advisors LLC | 201,015 | $6,217,000 | 4.27% |
| STRINGER ASSET MANAGEMENT, LLC | 63,220 | $1,955,000 | 4.19% |