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 2022 | $371,000 | -6.1% | 13,371 | +4.7% | 0.08% | +4.9% |
| Q2 2022 | $395,000 | -15.1% | 12,765 | +1.1% | 0.08% | -8.0% |
| Q1 2022 | $465,000 | -39.5% | 12,622 | -35.4% | 0.09% | -19.3% |
| Q4 2021 | $769,000 | +11.8% | 19,539 | +7.5% | 0.11% | +21.1% |
| Q3 2021 | $688,000 | +0.1% | 18,173 | +2.0% | 0.09% | +3.4% |
| Q2 2021 | $687,000 | -69.7% | 17,814 | -71.4% | 0.09% | -71.1% |
| Q1 2021 | $2,268,000 | +51.9% | 62,246 | +48.7% | 0.30% | +46.1% |
| Q4 2020 | $1,493,000 | +24.0% | 41,854 | +8.9% | 0.21% | +13.8% |
| Q3 2020 | $1,204,000 | +7.1% | 38,427 | +0.6% | 0.18% | -1.1% |
| Q2 2020 | $1,124,000 | – | 38,214 | – | 0.18% | – |
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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% |