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 | $3,767,109 | -3.9% | 112,083 | +1.8% | 1.18% | +0.7% |
| Q2 2023 | $3,918,314 | +5.2% | 110,065 | +4.3% | 1.17% | +1.4% |
| Q1 2023 | $3,724,750 | +125143.8% | 105,517 | +14.9% | 1.16% | +20.5% |
| Q4 2022 | $2,974 | -99.9% | 91,805 | -3.7% | 0.96% | +4.8% |
| Q3 2022 | $2,648,000 | -11.3% | 95,328 | -1.3% | 0.92% | -2.9% |
| Q2 2022 | $2,986,000 | -5.2% | 96,554 | +13.0% | 0.94% | +12.5% |
| Q1 2022 | $3,151,000 | +40.2% | 85,449 | +49.8% | 0.84% | +46.8% |
| Q4 2021 | $2,247,000 | +82.8% | 57,052 | +75.8% | 0.57% | +64.3% |
| Q3 2021 | $1,229,000 | +0.1% | 32,447 | +1.9% | 0.35% | +0.6% |
| Q2 2021 | $1,228,000 | +7.2% | 31,855 | +1.3% | 0.34% | +2.1% |
| Q1 2021 | $1,146,000 | – | 31,451 | – | 0.34% | – |
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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% |