ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 337 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $820,080 | -50.6% | 23,231 | -54.7% | 0.06% | -54.3% |
| Q4 2022 | $1,660,544 | +7.8% | 51,267 | -7.5% | 0.14% | -14.8% |
| Q3 2022 | $1,540,000 | -3.6% | 55,418 | +7.3% | 0.16% | +11.7% |
| Q2 2022 | $1,597,000 | -58.0% | 51,645 | -50.0% | 0.14% | -53.1% |
| Q1 2022 | $3,806,000 | +319.6% | 103,228 | +348.1% | 0.31% | +375.4% |
| Q4 2021 | $907,000 | +9.1% | 23,035 | +5.0% | 0.06% | -8.5% |
| Q3 2021 | $831,000 | +20.3% | 21,943 | +22.4% | 0.07% | +16.4% |
| Q2 2021 | $691,000 | – | 17,929 | – | 0.06% | – |
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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% |