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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $452,000 | -12.9% | 14,626 | +3.9% | 0.23% | -9.2% |
| Q1 2022 | $519,000 | -5.8% | 14,083 | +0.6% | 0.25% | -3.9% |
| Q4 2021 | $551,000 | +0.7% | 14,000 | -3.1% | 0.26% | +2.4% |
| Q3 2021 | $547,000 | -1.8% | 14,448 | +0.0% | 0.25% | -0.4% |
| Q2 2021 | $557,000 | +2.6% | 14,446 | -3.1% | 0.25% | -4.2% |
| Q1 2021 | $543,000 | -6.2% | 14,914 | -8.1% | 0.26% | -11.7% |
| Q4 2020 | $579,000 | +14.9% | 16,229 | +0.9% | 0.30% | +2.7% |
| Q3 2020 | $504,000 | +3.7% | 16,084 | -2.7% | 0.29% | -0.7% |
| Q2 2020 | $486,000 | +13.6% | 16,529 | -0.2% | 0.29% | -25.9% |
| Q1 2020 | $428,000 | +48.6% | 16,567 | +85.7% | 0.40% | +146.6% |
| Q4 2019 | $288,000 | +11.6% | 8,921 | +2.6% | 0.16% | +7.3% |
| Q3 2019 | $258,000 | +4.5% | 8,698 | +6.5% | 0.15% | +7.9% |
| Q2 2019 | $247,000 | +4.2% | 8,169 | +0.5% | 0.14% | +2.2% |
| Q1 2019 | $237,000 | -51.7% | 8,131 | -57.3% | 0.14% | -57.9% |
| Q4 2018 | $491,000 | -7.2% | 19,038 | +6.4% | 0.32% | +12.2% |
| Q3 2018 | $529,000 | +17.3% | 17,885 | +14.0% | 0.29% | +14.7% |
| Q2 2018 | $451,000 | -1.5% | 15,693 | +0.4% | 0.25% | -6.0% |
| Q1 2018 | $458,000 | +2.9% | 15,627 | +4.1% | 0.27% | -23.1% |
| Q4 2017 | $445,000 | +23.3% | 15,012 | +20.6% | 0.35% | +26.2% |
| Q3 2017 | $361,000 | +11.4% | 12,449 | +5.9% | 0.28% | +9.1% |
| Q2 2017 | $324,000 | +12.5% | 11,757 | +7.8% | 0.25% | +14.5% |
| Q1 2017 | $288,000 | – | 10,905 | – | 0.22% | – |
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% |