NWAM LLC - ISHARES TR ownership

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
NWAM LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$224,761
-7.7%
6,687
-2.2%
0.02%
+15.0%
Q2 2023$243,515
+6.0%
6,840
+5.1%
0.02%
-13.0%
Q1 2023$229,659
-1.7%
6,505
-9.8%
0.02%
+9.5%
Q4 2022$233,5607,2100.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Richard P Slaughter Associates Inc 464,986$14,568,0006.68%
Abundance Wealth Counselors 687,232$21,531,0006.20%
Epstein & White Financial LLC 470,088$14,715,0005.25%
TOBIAS FINANCIAL ADVISORS, INC. 289,870$9,082,0004.98%
Richard Bernstein Advisors LLC 5,311,830$166,418,0004.67%
Retirement Planning Group, LLC 898,455$28,149,0004.59%
Crumly & Associates Inc. 165,473$5,184,0004.43%
Adams Chetwood Wealth Management LLC 132,665$4,156,0004.00%
Stewardship Advisors, LLC 246,573$7,856,0003.93%
Armbruster Capital Management, Inc. 301,608$9,449,0003.63%
View complete list of ISHARES TR shareholders