ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,206 | -8.2% | 273,896 | -2.8% | 0.76% | +38.9% |
| Q2 2023 | $10,031 | +16.8% | 281,772 | +6.2% | 0.55% | +47.1% |
| Q1 2023 | $8,591 | 0.0% | 265,230 | 0.0% | 0.37% | 0.0% |
| Q4 2022 | $8,591 | -99.9% | 265,230 | -4.8% | 0.37% | +7.8% |
| Q3 2022 | $7,741,000 | +217.0% | 278,642 | +252.9% | 0.35% | +277.2% |
| Q2 2022 | $2,442,000 | -4.8% | 78,950 | +13.5% | 0.09% | +5.7% |
| Q1 2022 | $2,564,000 | +5.0% | 69,546 | +12.2% | 0.09% | +27.9% |
| Q4 2021 | $2,442,000 | +12.5% | 62,002 | +8.2% | 0.07% | -1.4% |
| Q3 2021 | $2,171,000 | +23.1% | 57,307 | +25.3% | 0.07% | +16.9% |
| Q2 2021 | $1,763,000 | +29.7% | 45,719 | +22.6% | 0.06% | +15.7% |
| Q1 2021 | $1,359,000 | +30.2% | 37,304 | +27.5% | 0.05% | +18.6% |
| Q4 2020 | $1,044,000 | +61.1% | 29,263 | +41.5% | 0.04% | +43.3% |
| Q3 2020 | $648,000 | – | 20,682 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,585,553 | $79,971,000 | 9.50% |
| Integrity Financial Corp /WA | 245,298 | $7,587,000 | 7.21% |
| Retirement Planning Group, LLC | 1,789,103 | $55,337,000 | 6.83% |
| Richard P Slaughter Associates Inc | 492,075 | $15,219,000 | 6.68% |
| Allen Capital Group, LLC | 849,757 | $26,283,000 | 5.33% |
| Richard Bernstein Advisors LLC | 7,712,137 | $238,536,000 | 5.18% |
| Klaas Financial Asset Advisors, LLC | 644,159 | $19,924,000 | 4.94% |
| Abundance Wealth Counselors | 539,400 | $16,684,000 | 4.52% |
| MBA Advisors LLC | 201,015 | $6,217,000 | 4.27% |
| STRINGER ASSET MANAGEMENT, LLC | 63,220 | $1,955,000 | 4.19% |