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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |