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 | $149,437 | -4.0% | 4,446 | +1.7% | 0.02% | -6.2% |
| Q2 2023 | $155,686 | +5.3% | 4,373 | +4.4% | 0.02% | 0.0% |
| Q1 2023 | $147,806 | -9.6% | 4,187 | -17.1% | 0.02% | -20.0% |
| Q4 2022 | $163,574 | -45.1% | 5,050 | -52.9% | 0.02% | -52.4% |
| Q3 2022 | $298,000 | -15.3% | 10,720 | -5.7% | 0.04% | -31.1% |
| Q2 2022 | $352,000 | -14.4% | 11,369 | +2.0% | 0.06% | -7.6% |
| Q1 2022 | $411,000 | -1.9% | 11,143 | +4.7% | 0.07% | 0.0% |
| Q4 2021 | $419,000 | +4.5% | 10,640 | +0.5% | 0.07% | -17.5% |
| Q3 2021 | $401,000 | +3.1% | 10,587 | +4.9% | 0.08% | -11.1% |
| Q2 2021 | $389,000 | +15.8% | 10,091 | +9.4% | 0.09% | -9.1% |
| Q1 2021 | $336,000 | +2140.0% | 9,220 | +2111.0% | 0.10% | +1880.0% |
| Q4 2020 | $15,000 | – | 417 | – | 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% |