PALLADIEM, LLC - ISHARES TR ownership

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
PALLADIEM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,052,196
-6.7%
150,318
-1.2%
5.45%
-2.1%
Q2 2023$5,414,341
+2.5%
152,088
+1.6%
5.57%
-1.1%
Q1 2023$5,282,010
+17.9%
149,632
+8.2%
5.63%
+21.0%
Q4 2022$4,478,793138,2774.65%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Richard P Slaughter Associates Inc 538,516$15,838,0006.88%
Abundance Wealth Counselors 675,678$19,872,0006.04%
TOBIAS FINANCIAL ADVISORS, INC. 276,493$8,132,0004.78%
Crumly & Associates Inc. 169,592$4,988,0004.67%
Richard Bernstein Advisors LLC 4,770,451$140,298,0004.39%
Epstein & White Financial LLC 370,701$10,869,0004.12%
Adams Chetwood Wealth Management LLC 131,402$3,865,0003.93%
Ackerman Capital Advisors, LLC 413,897$12,173,0003.65%
Armbruster Capital Management, Inc. 299,308$8,803,0003.53%
Wade Financial Advisory, Inc 124,283$3,655,0003.16%
View complete list of ISHARES TR shareholders