ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 240 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $477,000 | -10.2% | 17,157 | 0.0% | 0.34% | -3.1% |
| Q2 2022 | $531,000 | -14.1% | 17,157 | +2.4% | 0.35% | +3.8% |
| Q1 2022 | $618,000 | -6.4% | 16,761 | 0.0% | 0.34% | -11.5% |
| Q4 2021 | $660,000 | +5.1% | 16,761 | +1.1% | 0.38% | -0.3% |
| Q3 2021 | $628,000 | +16.1% | 16,585 | +18.2% | 0.38% | +22.7% |
| Q2 2021 | $541,000 | +7.1% | 14,036 | +1.2% | 0.31% | -12.8% |
| Q1 2021 | $505,000 | -26.8% | 13,866 | -28.3% | 0.36% | -41.1% |
| Q4 2020 | $690,000 | +14.6% | 19,343 | +0.7% | 0.61% | +8.4% |
| Q3 2020 | $602,000 | +6.5% | 19,217 | 0.0% | 0.56% | +0.4% |
| Q2 2020 | $565,000 | +15.1% | 19,217 | +1.2% | 0.56% | +70.2% |
| Q1 2020 | $491,000 | -19.9% | 18,996 | 0.0% | 0.33% | -11.3% |
| Q4 2019 | $613,000 | +9.7% | 18,996 | +0.8% | 0.37% | +41.1% |
| Q3 2019 | $559,000 | -1.8% | 18,839 | 0.0% | 0.26% | -4.7% |
| Q2 2019 | $569,000 | +5.2% | 18,839 | +1.6% | 0.28% | -2.8% |
| Q1 2019 | $541,000 | +12.9% | 18,550 | 0.0% | 0.28% | -2.1% |
| Q4 2018 | $479,000 | -11.9% | 18,550 | +0.8% | 0.29% | -5.2% |
| Q3 2018 | $544,000 | +2.8% | 18,401 | 0.0% | 0.31% | +0.7% |
| Q2 2018 | $529,000 | -0.2% | 18,401 | +1.7% | 0.30% | +4.1% |
| Q1 2018 | $530,000 | -1.1% | 18,086 | 0.0% | 0.29% | -11.2% |
| Q4 2017 | $536,000 | +2.9% | 18,086 | +0.6% | 0.33% | -8.9% |
| Q3 2017 | $521,000 | +5.3% | 17,985 | 0.0% | 0.36% | -6.2% |
| Q2 2017 | $495,000 | – | 17,985 | – | 0.38% | – |
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% |