ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 296 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $42,083,577 | +19.5% | 1,252,060 | +26.5% | 0.06% | -1.6% |
Q2 2023 | $35,224,622 | +19.7% | 989,709 | +18.8% | 0.06% | +14.5% |
Q1 2023 | $29,417,289 | +8.3% | 833,304 | -0.7% | 0.06% | 0.0% |
Q4 2022 | $27,167,528 | +21.5% | 838,791 | +4.2% | 0.06% | +7.8% |
Q3 2022 | $22,359,000 | -3.6% | 804,893 | +7.3% | 0.05% | 0.0% |
Q2 2022 | $23,193,000 | +5.0% | 749,864 | -23.6% | 0.05% | +18.6% |
Q1 2022 | $22,082,000 | -43.2% | 981,595 | -0.4% | 0.04% | -41.9% |
Q4 2021 | $38,893,000 | +13.1% | 985,939 | +8.9% | 0.07% | +2.8% |
Q3 2021 | $34,400,000 | +35.3% | 905,656 | +37.4% | 0.07% | +30.9% |
Q2 2021 | $25,424,000 | +20.3% | 658,953 | +14.4% | 0.06% | +7.8% |
Q1 2021 | $21,142,000 | +24.3% | 575,934 | +20.8% | 0.05% | +13.3% |
Q4 2020 | $17,004,000 | +12.8% | 476,794 | -5.0% | 0.04% | 0.0% |
Q3 2020 | $15,073,000 | +2.7% | 501,881 | +0.5% | 0.04% | -8.2% |
Q2 2020 | $14,681,000 | +11.3% | 499,173 | -1.8% | 0.05% | -9.3% |
Q1 2020 | $13,194,000 | – | 508,198 | – | 0.05% | – |
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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% |