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 | $8,973,617 | +13.1% | 266,992 | +19.8% | 0.08% | +14.9% |
Q2 2023 | $7,935,844 | +406.1% | 222,917 | +401.8% | 0.07% | +318.8% |
Q1 2023 | $1,568,010 | -8.2% | 44,420 | -15.8% | 0.02% | -15.8% |
Q4 2022 | $1,708,578 | -44.8% | 52,750 | -52.7% | 0.02% | -51.3% |
Q3 2022 | $3,095,000 | -19.8% | 111,417 | -10.7% | 0.04% | -26.4% |
Q2 2022 | $3,858,000 | +29576.9% | 124,730 | +34740.8% | 0.05% | – |
Q1 2022 | $13,000 | -7.1% | 358 | 0.0% | 0.00% | – |
Q4 2021 | $14,000 | 0.0% | 358 | +0.3% | 0.00% | – |
Q3 2021 | $14,000 | 0.0% | 357 | 0.0% | 0.00% | – |
Q2 2021 | $14,000 | +27.3% | 357 | +18.6% | 0.00% | – |
Q1 2021 | $11,000 | +120.0% | 301 | +95.5% | 0.00% | – |
Q4 2020 | $5,000 | 0.0% | 154 | +0.7% | 0.00% | – |
Q3 2020 | $5,000 | +25.0% | 153 | 0.0% | 0.00% | – |
Q2 2020 | $4,000 | 0.0% | 153 | +1.3% | 0.00% | – |
Q1 2020 | $4,000 | -20.0% | 151 | 0.0% | 0.00% | – |
Q4 2019 | $5,000 | – | 151 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Abundance Wealth Counselors | 814,143 | $30,840,000 | 18.02% |
BRR OpCo, LLC | 2,401,368 | $90,964,000 | 10.36% |
Richard P Slaughter Associates Inc | 414,622 | $15,705,000 | 6.22% |
TOBIAS FINANCIAL ADVISORS, INC. | 387,162 | $14,666,000 | 5.48% |
Richard Bernstein Advisors LLC | 7,170,258 | $271,609,000 | 5.48% |
Klaas Financial Asset Advisors, LLC | 530,229 | $20,085,000 | 4.90% |
Retirement Planning Group, LLC | 1,087,228 | $41,184,000 | 4.68% |
MBA Advisors LLC | 161,053 | $6,101,000 | 4.50% |
Allen Capital Group, LLC | 589,629 | $22,335,000 | 4.48% |
Insight Wealth Strategies, LLC | 760,574 | $28,811,000 | 4.05% |