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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,250,497 | +11.6% | 33,293 | -0.2% | 0.67% | +0.3% |
| Q3 2023 | $1,120,860 | -8.5% | 33,349 | -3.1% | 0.67% | -28.9% |
| Q2 2023 | $1,224,606 | +11.3% | 34,399 | +10.4% | 0.94% | +59.9% |
| Q1 2023 | $1,099,968 | +184458.4% | 31,161 | +69.2% | 0.59% | +75.8% |
| Q4 2022 | $596 | -99.9% | 18,413 | -4.2% | 0.34% | -7.2% |
| Q3 2022 | $534,000 | – | 19,213 | – | 0.36% | – |
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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% |