ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,473,526 | +2.4% | 43,842 | +8.5% | 0.12% | +3.4% |
| Q2 2023 | $1,439,154 | +9.5% | 40,426 | +8.6% | 0.12% | -4.0% |
| Q1 2023 | $1,314,082 | -1.2% | 37,226 | -9.3% | 0.12% | -8.8% |
| Q4 2022 | $1,330,020 | +7.1% | 41,063 | -8.2% | 0.14% | -5.6% |
| Q3 2022 | $1,242,000 | -13.2% | 44,713 | -3.3% | 0.14% | -10.6% |
| Q2 2022 | $1,431,000 | -20.1% | 46,257 | -4.8% | 0.16% | -6.9% |
| Q1 2022 | $1,791,000 | +93.4% | 48,573 | +106.5% | 0.17% | +96.6% |
| Q4 2021 | $926,000 | – | 23,519 | – | 0.09% | – |
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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% |