ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 52 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,073,177 | -5.8% | 91,436 | -0.2% | 0.64% | +3.4% |
| Q2 2023 | $3,262,170 | +2.5% | 91,634 | +1.6% | 0.62% | -4.8% |
| Q1 2023 | $3,183,918 | +14.7% | 90,196 | +5.2% | 0.65% | +73.2% |
| Q4 2022 | $2,776,827 | +24.6% | 85,731 | +6.9% | 0.37% | -31.3% |
| Q3 2022 | $2,229,000 | +14.3% | 80,224 | +27.3% | 0.54% | +37.1% |
| Q2 2022 | $1,950,000 | -4.4% | 63,038 | +14.0% | 0.40% | +9.1% |
| Q1 2022 | $2,039,000 | +9.7% | 55,294 | +17.2% | 0.36% | +17.5% |
| Q4 2021 | $1,858,000 | +15.6% | 47,187 | +11.2% | 0.31% | +8.4% |
| Q3 2021 | $1,607,000 | +3.9% | 42,418 | +5.8% | 0.28% | +0.7% |
| Q2 2021 | $1,547,000 | +26.0% | 40,109 | +19.1% | 0.28% | +0.7% |
| Q1 2021 | $1,228,000 | +14.2% | 33,690 | +11.7% | 0.28% | +4.5% |
| Q4 2020 | $1,075,000 | +15.1% | 30,149 | +1.1% | 0.27% | -11.5% |
| Q3 2020 | $934,000 | +15.0% | 29,822 | +8.0% | 0.30% | -2.3% |
| Q2 2020 | $812,000 | +82.9% | 27,608 | +60.6% | 0.31% | +53.2% |
| Q1 2020 | $444,000 | +296.4% | 17,187 | +396.0% | 0.20% | +383.3% |
| Q4 2019 | $112,000 | +5500.0% | 3,465 | +4400.0% | 0.04% | +4100.0% |
| Q3 2019 | $2,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | – | 77 | – | 0.00% | – |
Download | ||||||
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% |