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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $33 | -52.9% | 934 | -52.6% | 0.01% | -57.1% |
| Q1 2023 | $70 | +9.4% | 1,970 | 0.0% | 0.01% | +7.7% |
| Q4 2022 | $64 | -99.9% | 1,970 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $55,000 | -9.8% | 1,970 | 0.0% | 0.01% | -13.3% |
| Q2 2022 | $61,000 | -16.4% | 1,970 | 0.0% | 0.02% | -6.2% |
| Q1 2022 | $73,000 | -6.4% | 1,970 | 0.0% | 0.02% | -5.9% |
| Q4 2021 | $78,000 | -45.8% | 1,970 | -48.2% | 0.02% | -48.5% |
| Q3 2021 | $144,000 | – | 3,800 | – | 0.03% | – |
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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% |