ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,916 | +0.7% | 57,002 | +6.7% | 0.11% | +0.9% |
| Q2 2023 | $1,902 | +14.1% | 53,415 | +13.1% | 0.11% | +11.6% |
| Q1 2023 | $1,667 | +30.7% | 47,234 | +20.0% | 0.10% | +21.8% |
| Q4 2022 | $1,275 | -99.9% | 39,349 | +8.6% | 0.08% | +13.0% |
| Q3 2022 | $1,006,000 | +25.8% | 36,225 | +40.1% | 0.07% | +23.2% |
| Q2 2022 | $800,000 | -59.4% | 25,855 | -51.7% | 0.06% | -55.2% |
| Q1 2022 | $1,972,000 | -7.1% | 53,498 | -0.7% | 0.12% | -3.1% |
| Q4 2021 | $2,122,000 | +5.3% | 53,879 | +1.3% | 0.13% | -2.3% |
| Q3 2021 | $2,015,000 | +4.0% | 53,200 | +5.9% | 0.13% | +1.5% |
| Q2 2021 | $1,937,000 | +8.6% | 50,228 | +2.7% | 0.13% | +5.7% |
| Q1 2021 | $1,783,000 | +35.0% | 48,922 | +32.1% | 0.12% | +6.0% |
| Q4 2020 | $1,321,000 | +85.8% | 37,040 | +63.2% | 0.12% | +70.6% |
| Q3 2020 | $711,000 | +2862.5% | 22,702 | +2675.3% | 0.07% | +2166.7% |
| Q2 2020 | $24,000 | +100.0% | 818 | +81.8% | 0.00% | +200.0% |
| Q1 2020 | $12,000 | -20.0% | 450 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $15,000 | +15.4% | 450 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $13,000 | -7.1% | 450 | 0.0% | 0.00% | -50.0% |
| Q2 2019 | $14,000 | – | 450 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,390,721 | $94,147,000 | 10.20% |
| Abundance Wealth Counselors | 724,685 | $28,538,000 | 7.32% |
| Integrity Financial Corp /WA | 239,030 | $9,413,000 | 6.97% |
| Richard P Slaughter Associates Inc | 491,865 | $19,369,000 | 6.85% |
| Richard Bernstein Advisors LLC | 7,391,993 | $291,097,000 | 5.62% |
| Klaas Financial Asset Advisors, LLC | 560,492 | $22,072,000 | 4.98% |
| Evergreen Wealth Solutions, LLC | 129,314 | $5,092,000 | 4.62% |
| MFA WEALTH ADVISORS, LLC | 255,842 | $10,076,000 | 4.26% |
| MBA Advisors LLC | 172,780 | $6,804,000 | 4.22% |
| Retirement Planning Group, LLC | 1,105,361 | $43,529,000 | 4.21% |