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 | $6,823 | -5.6% | 203 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,227 | +0.9% | 203 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,166 | +9.0% | 203 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6,575 | -75.6% | 203 | -79.3% | 0.00% | -80.0% |
| Q3 2022 | $27,000 | -20.6% | 979 | -11.6% | 0.01% | -16.7% |
| Q2 2022 | $34,000 | -47.7% | 1,107 | -37.1% | 0.01% | -40.0% |
| Q1 2022 | $65,000 | -5.8% | 1,760 | 0.0% | 0.01% | -9.1% |
| Q4 2021 | $69,000 | +3.0% | 1,760 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $67,000 | -1.5% | 1,760 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $68,000 | 0.0% | 1,760 | -6.3% | 0.01% | -15.4% |
| Q1 2021 | $68,000 | +1.5% | 1,879 | 0.0% | 0.01% | -7.1% |
| Q4 2020 | $67,000 | +13.6% | 1,879 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $59,000 | +7.3% | 1,879 | 0.0% | 0.01% | +27.3% |
| Q2 2020 | $55,000 | +12.2% | 1,879 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $49,000 | -22.2% | 1,879 | -3.9% | 0.01% | -15.4% |
| Q4 2019 | $63,000 | +8.6% | 1,955 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $58,000 | -1.7% | 1,955 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $59,000 | +3.5% | 1,955 | 0.0% | 0.01% | +8.3% |
| Q1 2019 | $57,000 | – | 1,955 | – | 0.01% | – |
Download | ||||||
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% |