ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,478,100 | -6.9% | 103,484 | -1.4% | 1.87% | -22.9% |
Q2 2023 | $3,735,084 | -2.4% | 104,918 | -3.2% | 2.42% | -7.2% |
Q1 2023 | $3,826,999 | +4.1% | 108,413 | -4.5% | 2.61% | +19.3% |
Q4 2022 | $3,676,267 | +13.9% | 113,500 | -2.4% | 2.19% | +23.7% |
Q3 2022 | $3,229,000 | +4.0% | 116,252 | +15.8% | 1.77% | +11.2% |
Q2 2022 | $3,105,000 | -20.2% | 100,380 | -4.6% | 1.59% | -0.3% |
Q1 2022 | $3,890,000 | -27.5% | 105,196 | -22.8% | 1.60% | -27.0% |
Q4 2021 | $5,365,000 | -1.1% | 136,242 | -4.8% | 2.18% | -5.5% |
Q3 2021 | $5,424,000 | -4.4% | 143,183 | -2.7% | 2.31% | -5.0% |
Q2 2021 | $5,672,000 | +2.3% | 147,087 | -5.4% | 2.43% | -16.3% |
Q1 2021 | $5,546,000 | 0.0% | 155,512 | 0.0% | 2.91% | 0.0% |
Q4 2020 | $5,546,000 | – | 155,512 | – | 2.91% | – |
Download |
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% |