ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
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 ↓ |
|---|---|---|---|
| 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% |