ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $17,800 | +0.8% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $17,650 | -99.4% | 500 | -99.5% | 0.00% | -99.5% |
| Q3 2022 | $2,901,000 | -72.4% | 104,443 | -69.3% | 0.57% | -73.1% |
| Q2 2022 | $10,522,000 | +743.1% | 340,199 | +754.3% | 2.10% | +665.1% |
| Q3 2020 | $1,248,000 | -1.2% | 39,823 | -7.3% | 0.28% | -7.7% |
| Q2 2020 | $1,263,000 | +49.3% | 42,944 | +31.3% | 0.30% | +27.4% |
| Q1 2020 | $846,000 | – | 32,715 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Richard P Slaughter Associates Inc | 538,516 | $15,838,000 | 6.88% |
| Abundance Wealth Counselors | 675,678 | $19,872,000 | 6.04% |
| TOBIAS FINANCIAL ADVISORS, INC. | 276,493 | $8,132,000 | 4.78% |
| Crumly & Associates Inc. | 169,592 | $4,988,000 | 4.67% |
| Richard Bernstein Advisors LLC | 4,770,451 | $140,298,000 | 4.39% |
| Epstein & White Financial LLC | 370,701 | $10,869,000 | 4.12% |
| Adams Chetwood Wealth Management LLC | 131,402 | $3,865,000 | 3.93% |
| Ackerman Capital Advisors, LLC | 413,897 | $12,173,000 | 3.65% |
| Armbruster Capital Management, Inc. | 299,308 | $8,803,000 | 3.53% |
| Wade Financial Advisory, Inc | 124,283 | $3,655,000 | 3.16% |