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 | $1,328,671 | +0.1% | 39,532 | +6.0% | 0.08% | +6.6% |
| Q2 2023 | $1,327,311 | +7.8% | 37,284 | +6.9% | 0.08% | +2.7% |
| Q1 2023 | $1,231,053 | +29.2% | 34,874 | +18.6% | 0.07% | +21.3% |
| Q4 2022 | $952,817 | +54.9% | 29,417 | +32.8% | 0.06% | +45.2% |
| Q3 2022 | $615,000 | -10.2% | 22,145 | +0.0% | 0.04% | -6.7% |
| Q2 2022 | $685,000 | +20.0% | 22,141 | +43.1% | 0.04% | +36.4% |
| Q1 2022 | $571,000 | – | 15,476 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Abundance Wealth Counselors | 814,143 | $30,840,000 | 18.02% |
| BRR OpCo, LLC | 2,401,368 | $90,964,000 | 10.36% |
| Richard P Slaughter Associates Inc | 414,622 | $15,705,000 | 6.22% |
| TOBIAS FINANCIAL ADVISORS, INC. | 387,162 | $14,666,000 | 5.48% |
| Richard Bernstein Advisors LLC | 7,170,258 | $271,609,000 | 5.48% |
| Klaas Financial Asset Advisors, LLC | 530,229 | $20,085,000 | 4.90% |
| Retirement Planning Group, LLC | 1,087,228 | $41,184,000 | 4.68% |
| MBA Advisors LLC | 161,053 | $6,101,000 | 4.50% |
| Allen Capital Group, LLC | 589,629 | $22,335,000 | 4.48% |
| Insight Wealth Strategies, LLC | 760,574 | $28,811,000 | 4.05% |