ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 352 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| Abundance Wealth Counselors | 814,143 | $30,840,000 | 18.02% |
| BRR OpCo, LLC | 2,401,368 | $90,964,000 | 10.36% |
| Richard P Slaughter Associates Inc | 414,622 | $15,705,000 | 6.22% |
| TOBIAS FINANCIAL ADVISORS, INC. | 387,162 | $14,666,000 | 5.48% |
| Richard Bernstein Advisors LLC | 7,170,258 | $271,609,000 | 5.48% |
| Klaas Financial Asset Advisors, LLC | 530,229 | $20,085,000 | 4.90% |
| Retirement Planning Group, LLC | 1,087,228 | $41,184,000 | 4.68% |
| MBA Advisors LLC | 161,053 | $6,101,000 | 4.50% |
| Allen Capital Group, LLC | 589,629 | $22,335,000 | 4.48% |
| Insight Wealth Strategies, LLC | 760,574 | $28,811,000 | 4.05% |