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 | $987,374 | +1.1% | 29,378 | +7.1% | 0.00% | 0.0% |
| Q2 2023 | $976,283 | +4.6% | 27,424 | +3.7% | 0.00% | 0.0% |
| Q1 2023 | $933,509 | -4.5% | 26,445 | -12.3% | 0.00% | 0.0% |
| Q4 2022 | $977,094 | +29.2% | 30,167 | +10.9% | 0.00% | 0.0% |
| Q3 2022 | $756,000 | +0.9% | 27,203 | +12.4% | 0.00% | 0.0% |
| Q2 2022 | $749,000 | -18.2% | 24,210 | -2.6% | 0.00% | 0.0% |
| Q1 2022 | $916,000 | +4.8% | 24,858 | +12.0% | 0.00% | 0.0% |
| Q4 2021 | $874,000 | -0.9% | 22,204 | -4.6% | 0.00% | -50.0% |
| Q3 2021 | $882,000 | +3.6% | 23,286 | +5.5% | 0.00% | 0.0% |
| Q2 2021 | $851,000 | +8.3% | 22,064 | +2.4% | 0.00% | 0.0% |
| Q1 2021 | $786,000 | +1.2% | 21,556 | -1.1% | 0.00% | 0.0% |
| Q4 2020 | $777,000 | – | 21,794 | – | 0.00% | – |
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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% |