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 | $692 | -4.7% | 20,596 | -8.1% | 0.03% | -13.5% |
| Q4 2022 | $726 | -99.9% | 22,415 | -38.4% | 0.04% | -31.5% |
| Q3 2022 | $1,010,000 | -41.6% | 36,363 | -34.9% | 0.05% | -41.3% |
| Q2 2022 | $1,728,000 | -26.2% | 55,874 | -6.0% | 0.09% | +46.0% |
| Q4 2021 | $2,340,000 | -6.1% | 59,420 | -9.6% | 0.06% | -37.0% |
| Q3 2021 | $2,491,000 | +73.2% | 65,755 | +76.3% | 0.10% | +38.9% |
| Q2 2021 | $1,438,000 | +99.7% | 37,288 | +88.8% | 0.07% | +84.6% |
| Q1 2021 | $720,000 | -31.8% | 19,745 | -45.0% | 0.04% | -53.0% |
| Q2 2020 | $1,055,000 | +422.3% | 35,877 | +474.2% | 0.08% | +388.2% |
| Q4 2019 | $202,000 | – | 6,248 | – | 0.02% | – |
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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% |