ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 264 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $413,653 | +12.4% | 12,771 | -3.5% | 0.32% | +6.2% |
| Q3 2022 | $368,000 | -32.4% | 13,232 | -4.3% | 0.30% | -7.6% |
| Q4 2021 | $544,000 | +5.0% | 13,822 | +1.1% | 0.33% | +0.6% |
| Q3 2021 | $518,000 | -5.3% | 13,677 | -10.9% | 0.33% | -20.6% |
| Q1 2021 | $547,000 | -10.8% | 15,345 | -21.6% | 0.41% | -21.4% |
| Q4 2020 | $613,000 | -15.0% | 19,581 | -20.2% | 0.52% | -19.8% |
| Q3 2020 | $721,000 | – | 24,530 | – | 0.65% | – |
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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% |