ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q1 2022. 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 | 2,585,553 | $79,971,000 | 9.50% |
| Integrity Financial Corp /WA | 245,298 | $7,587,000 | 7.21% |
| Retirement Planning Group, LLC | 1,789,103 | $55,337,000 | 6.83% |
| Richard P Slaughter Associates Inc | 492,075 | $15,219,000 | 6.68% |
| Allen Capital Group, LLC | 849,757 | $26,283,000 | 5.33% |
| Richard Bernstein Advisors LLC | 7,712,137 | $238,536,000 | 5.18% |
| Klaas Financial Asset Advisors, LLC | 644,159 | $19,924,000 | 4.94% |
| Abundance Wealth Counselors | 539,400 | $16,684,000 | 4.52% |
| MBA Advisors LLC | 201,015 | $6,217,000 | 4.27% |
| STRINGER ASSET MANAGEMENT, LLC | 63,220 | $1,955,000 | 4.19% |