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 | $485,903 | -5.6% | 14,457 | 0.0% | 0.02% | -7.4% |
| Q2 2023 | $514,673 | +0.3% | 14,457 | -0.6% | 0.03% | -6.9% |
| Q1 2023 | $513,243 | -57.2% | 14,539 | -60.8% | 0.03% | -61.3% |
| Q4 2022 | $1,200,221 | +14.1% | 37,055 | -2.2% | 0.08% | -6.2% |
| Q3 2022 | $1,052,000 | +24.2% | 37,874 | +38.2% | 0.08% | +6.7% |
| Q2 2022 | $847,000 | -18.4% | 27,396 | -2.7% | 0.08% | -5.1% |
| Q1 2022 | $1,038,000 | +15.2% | 28,142 | +23.0% | 0.08% | +19.7% |
| Q4 2021 | $901,000 | +12.9% | 22,885 | +8.7% | 0.07% | +1.5% |
| Q3 2021 | $798,000 | -34.8% | 21,058 | -33.6% | 0.06% | -16.7% |
| Q2 2021 | $1,223,000 | +270.6% | 31,709 | +249.8% | 0.08% | +225.0% |
| Q1 2021 | $330,000 | – | 9,065 | – | 0.02% | – |
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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% |