ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 264 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |