ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q1 2022. 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 ↓ |
|---|---|---|---|
| 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% |