ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 230 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,991,483 | +39.0% | 1,487,399 | +47.3% | 0.32% | +26.0% |
| Q2 2023 | $35,958,579 | +47.6% | 1,010,072 | +46.4% | 0.25% | +38.9% |
| Q1 2023 | $24,355,955 | +6.8% | 689,970 | -2.0% | 0.18% | -2.7% |
| Q4 2022 | $22,815,453 | +52.2% | 704,398 | +30.5% | 0.18% | -0.5% |
| Q3 2022 | $14,990,000 | +7.4% | 539,585 | +19.5% | 0.19% | +3.9% |
| Q2 2022 | $13,960,000 | -2.7% | 451,364 | +16.0% | 0.18% | +2.9% |
| Q1 2022 | $14,346,000 | +23.9% | 389,097 | +32.3% | 0.17% | +22.5% |
| Q4 2021 | $11,578,000 | +38.5% | 294,012 | +33.3% | 0.14% | +25.7% |
| Q3 2021 | $8,358,000 | +4.8% | 220,631 | +6.7% | 0.11% | +0.9% |
| Q2 2021 | $7,972,000 | +33.7% | 206,746 | +26.4% | 0.11% | -11.1% |
| Q1 2021 | $5,962,000 | +8.8% | 163,613 | +6.4% | 0.13% | -0.8% |
| Q4 2020 | $5,482,000 | +16.1% | 153,718 | +2.0% | 0.13% | +3.3% |
| Q3 2020 | $4,721,000 | +6.1% | 150,673 | -0.4% | 0.12% | +4.2% |
| Q2 2020 | $4,448,000 | +19.0% | 151,235 | +4.6% | 0.12% | -4.1% |
| Q1 2020 | $3,739,000 | – | 144,642 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Richard P Slaughter Associates Inc | 538,516 | $15,838,000 | 6.88% |
| Abundance Wealth Counselors | 675,678 | $19,872,000 | 6.04% |
| TOBIAS FINANCIAL ADVISORS, INC. | 276,493 | $8,132,000 | 4.78% |
| Crumly & Associates Inc. | 169,592 | $4,988,000 | 4.67% |
| Richard Bernstein Advisors LLC | 4,770,451 | $140,298,000 | 4.39% |
| Epstein & White Financial LLC | 370,701 | $10,869,000 | 4.12% |
| Adams Chetwood Wealth Management LLC | 131,402 | $3,865,000 | 3.93% |
| Ackerman Capital Advisors, LLC | 413,897 | $12,173,000 | 3.65% |
| Armbruster Capital Management, Inc. | 299,308 | $8,803,000 | 3.53% |
| Wade Financial Advisory, Inc | 124,283 | $3,655,000 | 3.16% |