ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 309 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $653,883 | -3.7% | 19,455 | +2.0% | 0.30% | -3.6% |
| Q2 2023 | $679,319 | -4.6% | 19,082 | -5.4% | 0.31% | -15.4% |
| Q1 2023 | $711,966 | -1.3% | 20,169 | -9.4% | 0.36% | -5.7% |
| Q4 2022 | $721,228 | +6.5% | 22,267 | -8.6% | 0.39% | +4.6% |
| Q3 2022 | $677,000 | -9.6% | 24,365 | +0.6% | 0.37% | -6.8% |
| Q2 2022 | $749,000 | -17.6% | 24,227 | -1.8% | 0.40% | +0.8% |
| Q1 2022 | $909,000 | +20.4% | 24,662 | +28.7% | 0.39% | +20.2% |
| Q4 2021 | $755,000 | +13.9% | 19,160 | +9.5% | 0.33% | +5.5% |
| Q3 2021 | $663,000 | +6.8% | 17,495 | +10.3% | 0.31% | -14.6% |
| Q2 2021 | $621,000 | – | 15,857 | – | 0.36% | – |
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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% |