ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,650,753 | +22.4% | 78,868 | +29.6% | 0.35% | +26.2% |
| Q2 2023 | $2,166,292 | -31.8% | 60,868 | -32.3% | 0.28% | -42.1% |
| Q1 2023 | $3,174,071 | -7.1% | 89,968 | -14.7% | 0.48% | -10.0% |
| Q4 2022 | $3,415,137 | -3.7% | 105,438 | -17.3% | 0.53% | -4.3% |
| Q3 2022 | $3,545,000 | +23.2% | 127,563 | +37.6% | 0.55% | +4.9% |
| Q2 2022 | $2,877,000 | -16.9% | 92,697 | 0.0% | 0.53% | +13.1% |
| Q1 2022 | $3,462,000 | – | 92,697 | – | 0.46% | – |
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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% |