ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 309 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
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% |