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 2022 | $3,643,000 | +1301.2% | 131,161 | +1461.3% | 0.10% | +1357.1% |
| Q2 2022 | $260,000 | +15.6% | 8,401 | +37.8% | 0.01% | +40.0% |
| Q1 2022 | $225,000 | -62.2% | 6,096 | -59.7% | 0.01% | -66.7% |
| Q4 2021 | $595,000 | +23.2% | 15,108 | +18.6% | 0.02% | +7.1% |
| Q3 2021 | $483,000 | -1.8% | 12,738 | -0.2% | 0.01% | -17.6% |
| Q2 2021 | $492,000 | +113.0% | 12,766 | +101.6% | 0.02% | +41.7% |
| Q1 2021 | $231,000 | – | 6,331 | – | 0.01% | – |
Download | ||||||
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% |