ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 153 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $368,000 | -37.8% | 10,320 | -45.4% | 0.07% | -48.5% |
| Q3 2020 | $592,000 | -26.3% | 18,907 | -30.8% | 0.13% | -32.3% |
| Q2 2020 | $803,000 | +7.1% | 27,314 | -5.9% | 0.19% | -19.0% |
| Q1 2020 | $750,000 | -72.6% | 29,028 | -65.7% | 0.24% | -57.2% |
| Q4 2019 | $2,736,000 | +1.7% | 84,747 | -6.5% | 0.55% | -3.1% |
| Q3 2019 | $2,691,000 | -5.9% | 90,677 | -4.3% | 0.57% | -14.5% |
| Q2 2019 | $2,860,000 | +5.0% | 94,741 | +1.5% | 0.67% | +25.0% |
| Q1 2019 | $2,723,000 | +21.4% | 93,336 | +7.4% | 0.54% | +11.0% |
| Q4 2018 | $2,243,000 | -5.4% | 86,905 | +8.3% | 0.48% | -15.4% |
| Q3 2018 | $2,371,000 | +12.2% | 80,244 | +9.2% | 0.57% | -6.9% |
| Q2 2018 | $2,113,000 | -6.6% | 73,489 | -4.9% | 0.61% | +2.0% |
| Q1 2018 | $2,263,000 | -26.7% | 77,305 | -25.8% | 0.60% | -23.6% |
| Q4 2017 | $3,088,000 | – | 104,163 | – | 0.78% | – |
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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% |