ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
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 | 538,516 | $15,838,000 | 6.88% |
Abundance Wealth Counselors | 675,678 | $19,872,000 | 6.04% |
TOBIAS FINANCIAL ADVISORS, INC. | 276,493 | $8,132,000 | 4.78% |
Crumly & Associates Inc. | 169,592 | $4,988,000 | 4.67% |
Richard Bernstein Advisors LLC | 4,770,451 | $140,298,000 | 4.39% |
Epstein & White Financial LLC | 370,701 | $10,869,000 | 4.12% |
Adams Chetwood Wealth Management LLC | 131,402 | $3,865,000 | 3.93% |
Ackerman Capital Advisors, LLC | 413,897 | $12,173,000 | 3.65% |
Armbruster Capital Management, Inc. | 299,308 | $8,803,000 | 3.53% |
Wade Financial Advisory, Inc | 124,283 | $3,655,000 | 3.16% |