ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 372 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,390,721 | $94,147,000 | 10.20% |
| Abundance Wealth Counselors | 724,685 | $28,538,000 | 7.32% |
| Integrity Financial Corp /WA | 239,030 | $9,413,000 | 6.97% |
| Richard P Slaughter Associates Inc | 491,865 | $19,369,000 | 6.85% |
| Richard Bernstein Advisors LLC | 7,391,993 | $291,097,000 | 5.62% |
| Klaas Financial Asset Advisors, LLC | 560,492 | $22,072,000 | 4.98% |
| Evergreen Wealth Solutions, LLC | 129,314 | $5,092,000 | 4.62% |
| MFA WEALTH ADVISORS, LLC | 255,842 | $10,076,000 | 4.26% |
| MBA Advisors LLC | 172,780 | $6,804,000 | 4.22% |
| Retirement Planning Group, LLC | 1,105,361 | $43,529,000 | 4.21% |