ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,991 | -98.6% | 89 | -98.5% | 0.00% | -100.0% |
| Q1 2022 | $216,000 | -6.5% | 5,861 | 0.0% | 0.02% | -11.1% |
| Q4 2021 | $231,000 | +9.0% | 5,861 | +4.5% | 0.03% | 0.0% |
| Q3 2021 | $212,000 | -14.5% | 5,606 | -12.8% | 0.03% | -12.9% |
| Q2 2021 | $248,000 | +57.0% | 6,430 | +48.2% | 0.03% | +40.9% |
| Q1 2021 | $158,000 | +6.8% | 4,340 | +4.8% | 0.02% | 0.0% |
| Q4 2020 | $148,000 | +572.7% | 4,141 | +477.5% | 0.02% | +450.0% |
| Q3 2020 | $22,000 | -58.5% | 717 | -59.4% | 0.00% | -75.0% |
| Q2 2019 | $53,000 | +178.9% | 1,764 | +176.9% | 0.02% | +128.6% |
| Q1 2019 | $19,000 | – | 637 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,390,721 | $94,147,000 | 10.20% |
| Abundance Wealth Counselors | 724,685 | $28,538,000 | 7.32% |
| Integrity Financial Corp /WA | 239,030 | $9,413,000 | 6.97% |
| Richard P Slaughter Associates Inc | 491,865 | $19,369,000 | 6.85% |
| Richard Bernstein Advisors LLC | 7,391,993 | $291,097,000 | 5.62% |
| Klaas Financial Asset Advisors, LLC | 560,492 | $22,072,000 | 4.98% |
| Evergreen Wealth Solutions, LLC | 129,314 | $5,092,000 | 4.62% |
| MFA WEALTH ADVISORS, LLC | 255,842 | $10,076,000 | 4.26% |
| MBA Advisors LLC | 172,780 | $6,804,000 | 4.22% |
| Retirement Planning Group, LLC | 1,105,361 | $43,529,000 | 4.21% |