ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 124 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $232,000 | +1.8% | 5,886 | -2.0% | 0.01% | -6.7% |
| Q3 2021 | $228,000 | +0.9% | 6,009 | +2.4% | 0.02% | 0.0% |
| Q2 2021 | $226,000 | +6.6% | 5,871 | +0.9% | 0.02% | 0.0% |
| Q1 2021 | $212,000 | +92.7% | 5,819 | +36.3% | 0.02% | -6.2% |
| Q1 2020 | $110,000 | -20.3% | 4,270 | 0.0% | 0.02% | -11.1% |
| Q4 2019 | $138,000 | – | 4,270 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Richard P Slaughter Associates Inc | 538,516 | $15,838,000 | 6.88% |
| Abundance Wealth Counselors | 675,678 | $19,872,000 | 6.04% |
| TOBIAS FINANCIAL ADVISORS, INC. | 276,493 | $8,132,000 | 4.78% |
| Crumly & Associates Inc. | 169,592 | $4,988,000 | 4.67% |
| Richard Bernstein Advisors LLC | 4,770,451 | $140,298,000 | 4.39% |
| Epstein & White Financial LLC | 370,701 | $10,869,000 | 4.12% |
| Adams Chetwood Wealth Management LLC | 131,402 | $3,865,000 | 3.93% |
| Ackerman Capital Advisors, LLC | 413,897 | $12,173,000 | 3.65% |
| Armbruster Capital Management, Inc. | 299,308 | $8,803,000 | 3.53% |
| Wade Financial Advisory, Inc | 124,283 | $3,655,000 | 3.16% |