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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |