ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 337 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,452,775 | +92.1% | 668,039 | +103.5% | 1.73% | +61.3% |
| Q2 2023 | $11,685,755 | -61.9% | 328,252 | -62.2% | 1.07% | -45.1% |
| Q1 2023 | $30,670,062 | +123.8% | 868,840 | +105.4% | 1.95% | +42.1% |
| Q4 2022 | $13,702,729 | -44.5% | 423,054 | -25.1% | 1.37% | +43.3% |
| Q3 2022 | $24,691,000 | – | 564,710 | – | 0.96% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,585,553 | $79,971,000 | 9.50% |
| Integrity Financial Corp /WA | 245,298 | $7,587,000 | 7.21% |
| Retirement Planning Group, LLC | 1,789,103 | $55,337,000 | 6.83% |
| Richard P Slaughter Associates Inc | 492,075 | $15,219,000 | 6.68% |
| Allen Capital Group, LLC | 849,757 | $26,283,000 | 5.33% |
| Richard Bernstein Advisors LLC | 7,712,137 | $238,536,000 | 5.18% |
| Klaas Financial Asset Advisors, LLC | 644,159 | $19,924,000 | 4.94% |
| Abundance Wealth Counselors | 539,400 | $16,684,000 | 4.52% |
| MBA Advisors LLC | 201,015 | $6,217,000 | 4.27% |
| STRINGER ASSET MANAGEMENT, LLC | 63,220 | $1,955,000 | 4.19% |