ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $755 | -5.6% | 22,465 | 0.0% | 0.12% | -3.3% |
| Q2 2023 | $800 | +0.9% | 22,465 | +0.1% | 0.12% | -7.7% |
| Q1 2023 | $793 | +9.1% | 22,453 | 0.0% | 0.13% | +3.2% |
| Q4 2022 | $727 | -99.9% | 22,453 | +13.2% | 0.13% | +17.8% |
| Q3 2022 | $551,000 | +16.5% | 19,839 | +29.7% | 0.11% | +20.2% |
| Q2 2022 | $473,000 | -15.7% | 15,292 | +0.4% | 0.09% | -4.3% |
| Q1 2022 | $561,000 | +29.6% | 15,224 | +38.4% | 0.09% | +32.9% |
| Q4 2021 | $433,000 | +3.8% | 10,999 | 0.0% | 0.07% | -5.4% |
| Q3 2021 | $417,000 | -1.7% | 10,999 | 0.0% | 0.07% | -2.6% |
| Q2 2021 | $424,000 | +5.7% | 10,999 | 0.0% | 0.08% | +2.7% |
| Q1 2021 | $401,000 | +2.3% | 10,999 | 0.0% | 0.07% | -14.9% |
| Q4 2020 | $392,000 | +13.6% | 10,999 | 0.0% | 0.09% | +1.2% |
| Q3 2020 | $345,000 | +6.8% | 10,999 | 0.0% | 0.09% | +1.2% |
| Q2 2020 | $323,000 | +13.7% | 10,999 | 0.0% | 0.08% | -4.5% |
| Q1 2020 | $284,000 | – | 10,999 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,390,721 | $94,147,000 | 10.20% |
| Abundance Wealth Counselors | 724,685 | $28,538,000 | 7.32% |
| Integrity Financial Corp /WA | 239,030 | $9,413,000 | 6.97% |
| Richard P Slaughter Associates Inc | 491,865 | $19,369,000 | 6.85% |
| Richard Bernstein Advisors LLC | 7,391,993 | $291,097,000 | 5.62% |
| Klaas Financial Asset Advisors, LLC | 560,492 | $22,072,000 | 4.98% |
| Evergreen Wealth Solutions, LLC | 129,314 | $5,092,000 | 4.62% |
| MFA WEALTH ADVISORS, LLC | 255,842 | $10,076,000 | 4.26% |
| MBA Advisors LLC | 172,780 | $6,804,000 | 4.22% |
| Retirement Planning Group, LLC | 1,105,361 | $43,529,000 | 4.21% |