ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 375 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,772 | +62.7% | 52,729 | +72.3% | 0.01% | +100.0% |
Q2 2023 | $1,089 | +25.0% | 30,597 | +24.0% | 0.00% | 0.0% |
Q1 2023 | $871 | +27.9% | 24,671 | +17.4% | 0.00% | +50.0% |
Q4 2022 | $681 | -99.8% | 21,021 | +60.8% | 0.00% | +100.0% |
Q3 2022 | $404,000 | 0.0% | 13,071 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $404,000 | -9.6% | 13,071 | +7.9% | 0.00% | 0.0% |
Q1 2022 | $447,000 | -36.4% | 12,116 | -32.1% | 0.00% | -50.0% |
Q4 2021 | $703,000 | +14.1% | 17,852 | +9.7% | 0.00% | 0.0% |
Q3 2021 | $616,000 | – | 16,270 | – | 0.00% | – |
Download |
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% |