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 | $21,309 | -5.6% | 634 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $22,570 | -17.1% | 634 | -17.8% | 0.00% | -50.0% |
| Q1 2023 | $27,216 | +32.5% | 771 | +21.6% | 0.00% | +100.0% |
| Q4 2022 | $20,535 | +14.1% | 634 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $18,000 | -10.0% | 634 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $20,000 | -13.0% | 634 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $23,000 | -8.0% | 634 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $25,000 | -99.9% | 634 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $24,016,000 | -1.8% | 634 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $24,447,000 | +5.8% | 634 | 0.0% | 0.00% | +100.0% |
| Q1 2021 | $23,103,000 | +100347.8% | 634 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $23,000 | -99.9% | 634 | 0.0% | 0.00% | -66.7% |
| Q3 2020 | $19,863,000 | +6.4% | 634 | -82.6% | 0.00% | 0.0% |
| Q2 2020 | $18,664,000 | -77.5% | 3,647 | +13.7% | 0.00% | -80.0% |
| Q1 2020 | $82,901,000 | -19.9% | 3,207 | 0.0% | 0.02% | +7.1% |
| Q4 2019 | $103,554,000 | +108904.2% | 3,207 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $95,000 | – | 3,207 | – | 0.01% | – |
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% |