ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 121 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,376,000 | -32.1% | 37,751 | -33.6% | 0.10% | -33.6% |
| Q4 2020 | $2,027,000 | +54.6% | 56,851 | +35.8% | 0.14% | +36.2% |
| Q3 2020 | $1,311,000 | -25.0% | 41,851 | -29.6% | 0.10% | -31.8% |
| Q2 2020 | $1,748,000 | +75.3% | 59,451 | +54.2% | 0.15% | +69.2% |
| Q1 2020 | $997,000 | +53.9% | 38,566 | +92.3% | 0.09% | +85.7% |
| Q4 2019 | $648,000 | – | 20,059 | – | 0.05% | – |
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% |