ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 116 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $354,003 | -21.4% | 10,533 | -16.7% | 0.01% | -16.7% |
| Q2 2023 | $450,424 | -0.3% | 12,652 | -1.2% | 0.01% | -7.7% |
| Q1 2023 | $451,926 | +23.9% | 12,802 | +13.7% | 0.01% | +18.2% |
| Q4 2022 | $364,662 | +20.4% | 11,258 | +3.1% | 0.01% | 0.0% |
| Q3 2022 | $303,000 | -23.5% | 10,923 | -14.7% | 0.01% | -21.4% |
| Q2 2022 | $396,000 | +29.4% | 12,800 | +54.3% | 0.01% | +55.6% |
| Q1 2022 | $306,000 | +37.2% | 8,294 | +46.3% | 0.01% | +50.0% |
| Q4 2021 | $223,000 | +11.5% | 5,668 | +7.3% | 0.01% | 0.0% |
| Q3 2021 | $200,000 | -9.5% | 5,281 | -8.0% | 0.01% | -14.3% |
| Q2 2021 | $221,000 | +3.3% | 5,740 | -2.1% | 0.01% | -12.5% |
| Q1 2021 | $214,000 | +3466.7% | 5,864 | +3635.0% | 0.01% | – |
| Q4 2020 | $6,000 | 0.0% | 157 | -16.5% | 0.00% | – |
| Q3 2020 | $6,000 | +20.0% | 188 | +1.6% | 0.00% | – |
| Q1 2020 | $5,000 | -16.7% | 185 | 0.0% | 0.00% | – |
| Q4 2019 | $6,000 | +100.0% | 185 | +77.9% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 104 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | – | 104 | – | 0.00% | – |
Download | ||||||
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% |