ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 352 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| 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% |