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 | $250,814 | +21.5% | 7,462 | +28.7% | 0.03% | +25.9% |
| Q2 2023 | $206,485 | +0.8% | 5,800 | 0.0% | 0.03% | -18.2% |
| Q1 2023 | $204,745 | -15.8% | 5,800 | -22.8% | 0.03% | -25.0% |
| Q4 2022 | $243,221 | -1.1% | 7,509 | -15.3% | 0.04% | -12.0% |
| Q3 2022 | $246,000 | +3.4% | 8,863 | +15.4% | 0.05% | -15.3% |
| Q2 2022 | $238,000 | -16.2% | 7,680 | +6.4% | 0.06% | 0.0% |
| Q4 2021 | $284,000 | +5.6% | 7,217 | +1.8% | 0.06% | -9.2% |
| Q3 2021 | $269,000 | +10.2% | 7,092 | +12.0% | 0.06% | +12.1% |
| Q2 2021 | $244,000 | +20.2% | 6,330 | +13.5% | 0.06% | +3.6% |
| Q1 2021 | $203,000 | – | 5,577 | – | 0.06% | – |
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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% |