ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 337 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $211,808 | -94.3% | 6,539 | -76.3% | 0.02% | -94.2% |
| Q1 2022 | $3,701,000 | +1323.5% | 27,613 | +318.2% | 0.26% | +1327.8% |
| Q4 2021 | $260,000 | -17.2% | 6,603 | -20.2% | 0.02% | -25.0% |
| Q3 2021 | $314,000 | +2.6% | 8,278 | +4.2% | 0.02% | 0.0% |
| Q2 2021 | $306,000 | -4.7% | 7,948 | -9.8% | 0.02% | -11.1% |
| Q1 2021 | $321,000 | +2.2% | 8,810 | 0.0% | 0.03% | -10.0% |
| Q4 2020 | $314,000 | +14.2% | 8,810 | +0.4% | 0.03% | +3.4% |
| Q3 2020 | $275,000 | +20.1% | 8,774 | +12.9% | 0.03% | +20.8% |
| Q2 2020 | $229,000 | -26.1% | 7,773 | -35.2% | 0.02% | -33.3% |
| Q1 2020 | $310,000 | -16.0% | 12,000 | +5.1% | 0.04% | +2.9% |
| Q4 2019 | $369,000 | +9.5% | 11,419 | +0.7% | 0.04% | +2.9% |
| Q3 2019 | $337,000 | – | 11,343 | – | 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% |