ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 296 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $225,237 | -9.6% | 6,327 | -10.3% | 0.06% | -15.2% |
| Q1 2023 | $249,079 | -11.1% | 7,056 | -18.4% | 0.07% | -17.5% |
| Q4 2022 | $280,208 | -2.7% | 8,651 | -16.6% | 0.08% | -9.1% |
| Q3 2022 | $288,000 | -29.9% | 10,374 | -21.9% | 0.09% | -26.7% |
| Q2 2022 | $411,000 | -32.5% | 13,279 | -19.6% | 0.12% | -25.9% |
| Q1 2022 | $609,000 | -6.3% | 16,512 | 0.0% | 0.16% | -4.1% |
| Q4 2021 | $650,000 | +5.0% | 16,512 | +1.1% | 0.17% | -3.4% |
| Q3 2021 | $619,000 | – | 16,333 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Richard P Slaughter Associates Inc | 538,516 | $15,838,000 | 6.88% |
| Abundance Wealth Counselors | 675,678 | $19,872,000 | 6.04% |
| TOBIAS FINANCIAL ADVISORS, INC. | 276,493 | $8,132,000 | 4.78% |
| Crumly & Associates Inc. | 169,592 | $4,988,000 | 4.67% |
| Richard Bernstein Advisors LLC | 4,770,451 | $140,298,000 | 4.39% |
| Epstein & White Financial LLC | 370,701 | $10,869,000 | 4.12% |
| Adams Chetwood Wealth Management LLC | 131,402 | $3,865,000 | 3.93% |
| Ackerman Capital Advisors, LLC | 413,897 | $12,173,000 | 3.65% |
| Armbruster Capital Management, Inc. | 299,308 | $8,803,000 | 3.53% |
| Wade Financial Advisory, Inc | 124,283 | $3,655,000 | 3.16% |