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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,612,976 | -5.6% | 77,744 | +0.0% | 0.58% | -1.5% |
| Q2 2023 | $2,767,651 | +1.1% | 77,743 | +0.3% | 0.59% | -0.7% |
| Q1 2023 | $2,737,480 | +2.5% | 77,549 | -6.0% | 0.59% | +3.1% |
| Q4 2022 | $2,670,700 | +8.6% | 82,457 | -6.9% | 0.57% | -4.5% |
| Q3 2022 | $2,459,000 | -36.3% | 88,528 | -29.1% | 0.60% | -29.2% |
| Q2 2022 | $3,859,000 | -14.0% | 124,780 | +2.5% | 0.85% | -5.4% |
| Q1 2022 | $4,487,000 | -6.8% | 121,695 | -0.4% | 0.90% | -8.0% |
| Q4 2021 | $4,814,000 | +4.7% | 122,239 | +0.7% | 0.98% | -4.8% |
| Q3 2021 | $4,596,000 | -0.8% | 121,341 | +1.0% | 1.02% | +0.4% |
| Q2 2021 | $4,631,000 | +6.5% | 120,092 | +0.6% | 1.02% | +2.1% |
| Q1 2021 | $4,350,000 | +10.0% | 119,387 | +7.6% | 1.00% | +2.0% |
| Q4 2020 | $3,955,000 | +22.1% | 110,906 | +7.2% | 0.98% | +7.2% |
| Q3 2020 | $3,240,000 | -25.6% | 103,418 | -30.1% | 0.91% | -23.7% |
| Q2 2020 | $4,352,000 | +0.8% | 147,963 | -11.4% | 1.20% | -8.4% |
| Q1 2020 | $4,318,000 | +16.0% | 167,032 | +44.8% | 1.31% | +51.6% |
| Q4 2019 | $3,723,000 | -58.7% | 115,314 | -62.0% | 0.86% | -21.0% |
| Q3 2019 | $9,018,000 | +137.2% | 303,832 | +141.3% | 1.09% | +22.9% |
| Q2 2019 | $3,802,000 | +18.3% | 125,930 | +14.3% | 0.89% | +12.4% |
| Q1 2019 | $3,213,000 | +21.2% | 110,144 | +7.2% | 0.79% | +6.2% |
| Q4 2018 | $2,651,000 | +368.4% | 102,704 | +435.9% | 0.74% | +365.0% |
| Q3 2018 | $566,000 | – | 19,165 | – | 0.16% | – |
Download | ||||||
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% |