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 | $1,404,581 | -2.0% | 41,791 | +3.8% | 0.97% | +1.0% |
| Q2 2023 | $1,433,311 | +2.1% | 40,262 | +1.2% | 0.96% | +1.1% |
| Q1 2023 | $1,404,137 | +10.0% | 39,777 | +1.0% | 0.95% | +1.7% |
| Q4 2022 | $1,276,191 | +56.6% | 39,401 | +34.3% | 0.93% | +40.7% |
| Q3 2022 | $815,000 | -48.1% | 29,328 | -42.2% | 0.66% | -48.6% |
| Q2 2022 | $1,569,000 | +7.2% | 50,718 | +27.7% | 1.29% | +3.2% |
| Q1 2022 | $1,464,000 | +4.8% | 39,719 | +12.0% | 1.25% | +10.7% |
| Q4 2021 | $1,397,000 | – | 35,474 | – | 1.13% | – |
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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% |