ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 372 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $777,000 | -13.6% | 23,112 | -8.4% | 0.05% | -2.0% |
| Q2 2023 | $899,000 | +84154.9% | 25,240 | -23.3% | 0.05% | -27.5% |
| Q4 2022 | $1,067 | -99.9% | 32,928 | -29.0% | 0.07% | -46.9% |
| Q3 2022 | $1,288,000 | -51.7% | 46,378 | -31.6% | 0.13% | -15.0% |
| Q4 2021 | $2,668,000 | +453.5% | 67,757 | +432.1% | 0.15% | +363.6% |
| Q3 2021 | $482,000 | -19.7% | 12,734 | -18.2% | 0.03% | -17.5% |
| Q2 2021 | $600,000 | -22.1% | 15,562 | -22.1% | 0.04% | +48.1% |
| Q1 2021 | $770,000 | -64.3% | 19,965 | -67.0% | 0.03% | -70.7% |
| Q4 2020 | $2,158,000 | +15.6% | 60,514 | +1.6% | 0.09% | -1.1% |
| Q3 2020 | $1,866,000 | +258.8% | 59,549 | +236.6% | 0.09% | +220.7% |
| Q2 2020 | $520,000 | +22.6% | 17,692 | +7.8% | 0.03% | -6.5% |
| Q1 2020 | $424,000 | +25.8% | 16,418 | +57.3% | 0.03% | +19.2% |
| Q4 2019 | $337,000 | +2492.3% | 10,437 | +2373.2% | 0.03% | +2500.0% |
| Q3 2019 | $13,000 | – | 422 | – | 0.00% | – |
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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% |