ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,156,212 | -5.6% | 242,671 | 0.0% | 0.35% | -4.6% |
| Q2 2023 | $8,639,129 | -8.0% | 242,671 | -8.8% | 0.37% | -14.1% |
| Q1 2023 | $9,394,882 | +0.9% | 266,144 | -7.4% | 0.43% | -4.3% |
| Q4 2022 | $9,309,888 | +567.4% | 287,431 | +473.1% | 0.45% | +424.7% |
| Q3 2022 | $1,395,000 | -35.0% | 50,153 | -27.7% | 0.08% | -47.5% |
| Q2 2022 | $2,147,000 | +49.6% | 69,372 | +78.3% | 0.16% | +121.9% |
| Q1 2022 | $1,435,000 | +45.8% | 38,918 | +55.6% | 0.07% | +52.1% |
| Q4 2021 | $984,000 | +7.8% | 25,005 | +3.8% | 0.05% | -2.0% |
| Q3 2021 | $913,000 | +147.4% | 24,101 | +153.2% | 0.05% | +226.7% |
| Q2 2021 | $369,000 | +7.3% | 9,520 | +1.0% | 0.02% | 0.0% |
| Q1 2021 | $344,000 | +2.4% | 9,423 | 0.0% | 0.02% | -6.2% |
| Q4 2020 | $336,000 | – | 9,423 | – | 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% |