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 | $1,931,876 | -7.2% | 58,953 | 0.0% | 0.10% | -3.7% |
Q2 2023 | $2,082,795 | -2.5% | 58,953 | +0.3% | 0.11% | -13.6% |
Q1 2023 | $2,135,543 | +28.8% | 58,798 | +24.1% | 0.12% | +22.5% |
Q4 2022 | $1,657,950 | +16.0% | 47,370 | 0.0% | 0.10% | 0.0% |
Q3 2022 | $1,429,000 | +13.6% | 47,370 | +24.0% | 0.10% | +12.1% |
Q2 2022 | $1,258,000 | -55.9% | 38,201 | -56.3% | 0.09% | -58.3% |
Q1 2022 | $2,853,000 | -11.3% | 87,471 | 0.0% | 0.22% | -4.4% |
Q4 2021 | $3,218,000 | -5.6% | 87,471 | +2.6% | 0.23% | -4.6% |
Q3 2021 | $3,410,000 | -48.6% | 85,291 | -49.5% | 0.24% | -2.8% |
Q2 2021 | $6,628,000 | +103.2% | 169,002 | +99.4% | 0.25% | -8.6% |
Q1 2021 | $3,262,000 | +7.1% | 84,752 | +1.7% | 0.27% | -6.9% |
Q4 2020 | $3,045,000 | +42.6% | 83,300 | +22.6% | 0.29% | +14.2% |
Q3 2020 | $2,135,000 | – | 67,940 | – | 0.25% | – |
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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% |