ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 352 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,902,548 | -6.4% | 145,866 | -0.9% | 0.31% | -4.7% |
| Q2 2023 | $5,239,528 | -0.9% | 147,178 | -1.8% | 0.32% | -4.7% |
| Q1 2023 | $5,288,037 | +7.5% | 149,803 | -1.3% | 0.34% | +1.8% |
| Q4 2022 | $4,917,830 | -22.3% | 151,832 | -33.4% | 0.33% | -28.4% |
| Q3 2022 | $6,328,000 | -42.8% | 227,805 | -36.3% | 0.46% | -39.9% |
| Q2 2022 | $11,066,000 | -21.2% | 357,772 | -6.0% | 0.77% | -5.0% |
| Q1 2022 | $14,037,000 | +7.3% | 380,719 | +14.6% | 0.81% | +3.0% |
| Q4 2021 | $13,077,000 | +61.4% | 332,079 | +55.2% | 0.79% | +45.8% |
| Q3 2021 | $8,103,000 | +4.4% | 213,916 | +6.3% | 0.54% | +3.6% |
| Q2 2021 | $7,762,000 | +42.5% | 201,286 | +34.7% | 0.52% | +25.5% |
| Q1 2021 | $5,447,000 | +25.8% | 149,481 | +23.1% | 0.42% | +15.9% |
| Q4 2020 | $4,330,000 | +329.6% | 121,416 | +277.2% | 0.36% | +294.5% |
| Q3 2020 | $1,008,000 | +8.0% | 32,185 | +1.4% | 0.09% | +1.1% |
| Q2 2020 | $933,000 | +15.5% | 31,725 | +1.4% | 0.09% | -2.2% |
| Q1 2020 | $808,000 | -0.2% | 31,274 | +24.7% | 0.09% | +27.8% |
| Q4 2019 | $810,000 | +150.0% | 25,070 | +129.6% | 0.07% | +118.2% |
| Q3 2019 | $324,000 | – | 10,920 | – | 0.03% | – |
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% |