ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 264 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,088,037 | +53.5% | 567,926 | +62.6% | 0.21% | +50.0% |
| Q2 2023 | $12,432,365 | +112.8% | 349,224 | +111.0% | 0.14% | +91.8% |
| Q1 2023 | $5,841,172 | +11.6% | 165,471 | -49.2% | 0.07% | -48.2% |
| Q4 2022 | $5,231,768 | +6.1% | 325,545 | +83.5% | 0.14% | +74.1% |
| Q3 2022 | $4,929,000 | +4.7% | 177,444 | +16.5% | 0.08% | +3.8% |
| Q2 2022 | $4,709,000 | -13.5% | 152,257 | +3.1% | 0.08% | -11.4% |
| Q1 2022 | $5,443,000 | -0.1% | 147,632 | +6.7% | 0.09% | +7.3% |
| Q4 2021 | $5,450,000 | +18.9% | 138,386 | +14.4% | 0.08% | -27.4% |
| Q3 2021 | $4,582,000 | +15.6% | 120,959 | +17.6% | 0.11% | +7.6% |
| Q2 2021 | $3,965,000 | +45.0% | 102,833 | +37.1% | 0.10% | +29.6% |
| Q1 2021 | $2,734,000 | +190.2% | 75,033 | +184.0% | 0.08% | +161.3% |
| Q4 2020 | $942,000 | – | 26,416 | – | 0.03% | – |
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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% |