ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 21 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $650,000 | +22.9% | 20,121 | +12.9% | 0.00% | 0.0% |
| Q3 2019 | $529,000 | -20.5% | 17,819 | -19.1% | 0.00% | -20.0% |
| Q2 2019 | $665,000 | +19.4% | 22,023 | +15.5% | 0.01% | 0.0% |
| Q1 2019 | $557,000 | +16.8% | 19,075 | +3.2% | 0.01% | 0.0% |
| Q4 2018 | $477,000 | -18.0% | 18,489 | -6.2% | 0.01% | -16.7% |
| Q3 2018 | $582,000 | +2.6% | 19,705 | 0.0% | 0.01% | -25.0% |
| Q2 2018 | $567,000 | +2.2% | 19,705 | +4.0% | 0.01% | 0.0% |
| Q1 2018 | $555,000 | +15.6% | 18,940 | +16.9% | 0.01% | +33.3% |
| Q4 2017 | $480,000 | +31.1% | 16,207 | +28.0% | 0.01% | 0.0% |
| Q3 2017 | $366,000 | +89.6% | 12,662 | +80.3% | 0.01% | +100.0% |
| Q2 2017 | $193,000 | +250.9% | 7,021 | +240.0% | 0.00% | +200.0% |
| Q1 2017 | $55,000 | – | 2,065 | – | 0.00% | – |
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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% |