ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 240 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,405,337 | -22.4% | 71,566 | -17.8% | 0.02% | -19.2% |
| Q2 2023 | $3,099,645 | -12.3% | 87,069 | -13.1% | 0.03% | -16.1% |
| Q1 2023 | $3,535,478 | -9.5% | 100,155 | -16.9% | 0.03% | -13.9% |
| Q4 2022 | $3,904,887 | +433.5% | 120,558 | +357.6% | 0.04% | +140.0% |
| Q3 2022 | $732,000 | +13.7% | 26,343 | +26.4% | 0.02% | +50.0% |
| Q2 2022 | $644,000 | -8.9% | 20,837 | +8.7% | 0.01% | 0.0% |
| Q1 2022 | $707,000 | -7.5% | 19,166 | -1.2% | 0.01% | -9.1% |
| Q4 2021 | $764,000 | +23.4% | 19,407 | +18.9% | 0.01% | +10.0% |
| Q3 2021 | $619,000 | -1.9% | 16,328 | -0.3% | 0.01% | 0.0% |
| Q2 2021 | $631,000 | +193.5% | 16,370 | +177.7% | 0.01% | +150.0% |
| Q1 2021 | $215,000 | -62.9% | 5,895 | -63.8% | 0.00% | -63.6% |
| Q4 2020 | $580,000 | – | 16,272 | – | 0.01% | – |
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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% |