ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $403,152 | -5.6% | 11,995 | 0.0% | 0.12% | -3.9% |
| Q2 2023 | $427,022 | +0.8% | 11,995 | 0.0% | 0.13% | -2.3% |
| Q1 2023 | $423,424 | +9.0% | 11,995 | 0.0% | 0.13% | +1.5% |
| Q4 2022 | $388,518 | +1010.1% | 11,995 | +1126.5% | 0.13% | +983.3% |
| Q4 2020 | $35,000 | +12.9% | 978 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $31,000 | +6.9% | 978 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $29,000 | -21.6% | 978 | -32.1% | 0.01% | -29.4% |
| Q1 2020 | $37,000 | – | 1,441 | – | 0.02% | – |
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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% |