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 | $332 | +1.5% | 9,882 | +7.5% | 0.00% | 0.0% |
| Q2 2023 | $327 | -19.1% | 9,190 | -19.7% | 0.00% | -33.3% |
| Q1 2023 | $404 | -97.1% | 11,451 | -97.3% | 0.00% | -97.0% |
| Q4 2022 | $13,701 | -99.9% | 422,987 | +3.7% | 0.10% | +12.2% |
| Q3 2022 | $11,331,000 | -2.8% | 407,868 | +8.2% | 0.09% | 0.0% |
| Q2 2022 | $11,656,000 | -39.1% | 376,845 | -27.4% | 0.09% | -33.8% |
| Q1 2022 | $19,127,000 | +18.2% | 518,759 | +26.3% | 0.14% | +19.3% |
| Q4 2021 | $16,179,000 | +142.2% | 410,839 | +137.2% | 0.11% | +115.1% |
| Q2 2021 | $6,680,000 | 0.0% | 173,240 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $6,680,000 | 0.0% | 173,240 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $6,680,000 | 0.0% | 173,240 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $6,680,000 | 0.0% | 173,240 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $6,680,000 | 0.0% | 173,240 | 0.0% | 0.05% | 0.0% |
| Q1 2020 | $6,680,000 | 0.0% | 173,240 | 0.0% | 0.05% | 0.0% |
| Q4 2019 | $6,680,000 | 0.0% | 173,240 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $6,680,000 | 0.0% | 173,240 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $6,680,000 | 0.0% | 173,240 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $6,680,000 | +4848.1% | 173,240 | +3221.3% | 0.05% | +1666.7% |
| Q4 2018 | $135,000 | +3.8% | 5,216 | +18.6% | 0.00% | 0.0% |
| Q3 2018 | $130,000 | – | 4,399 | – | 0.00% | – |
Download | ||||||
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% |