ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 372 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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% | – |
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% |