ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 337 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,228,165 | -3.1% | 1,434,935 | +2.7% | 2.86% | -4.9% |
| Q2 2023 | $49,750,858 | +0.3% | 1,397,496 | -0.5% | 3.00% | -6.3% |
| Q1 2023 | $49,593,217 | +11.3% | 1,404,907 | +2.1% | 3.21% | -0.3% |
| Q4 2022 | $44,562,065 | +62.9% | 1,375,797 | +39.7% | 3.22% | +38.1% |
| Q3 2022 | $27,359,000 | +1183.3% | 984,845 | +1328.8% | 2.33% | +1138.3% |
| Q2 2022 | $2,132,000 | -83.8% | 68,930 | -80.7% | 0.19% | -82.9% |
| Q1 2022 | $13,182,000 | +183.1% | 357,524 | +202.4% | 1.10% | +172.5% |
| Q4 2021 | $4,656,000 | – | 118,220 | – | 0.40% | – |
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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% |