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 | $250,999 | -5.7% | 7,468 | -0.2% | 0.03% | 0.0% |
| Q2 2023 | $266,288 | -9.4% | 7,480 | -10.2% | 0.03% | -17.5% |
| Q1 2023 | $293,873 | +10.5% | 8,325 | +1.4% | 0.04% | 0.0% |
| Q4 2022 | $265,890 | +13.1% | 8,209 | +29.0% | 0.04% | +17.6% |
| Q1 2022 | $235,000 | -6.4% | 6,365 | 0.0% | 0.03% | -17.1% |
| Q4 2021 | $251,000 | +4.1% | 6,365 | 0.0% | 0.04% | -26.8% |
| Q3 2021 | $241,000 | +6.2% | 6,365 | +8.3% | 0.06% | +5.7% |
| Q2 2021 | $227,000 | +6.1% | 5,875 | 0.0% | 0.05% | -11.7% |
| Q1 2021 | $214,000 | +1.9% | 5,875 | 0.0% | 0.06% | -6.2% |
| Q4 2020 | $210,000 | – | 5,875 | – | 0.06% | – |
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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% |