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 | $1,398,404 | +1.4% | 39,281 | +0.6% | 0.05% | -11.7% |
| Q1 2023 | $1,378,889 | +15.3% | 39,062 | +5.8% | 0.06% | +3.4% |
| Q4 2022 | $1,195,483 | -16.0% | 36,909 | -28.0% | 0.06% | -26.6% |
| Q3 2022 | $1,423,000 | -20.8% | 51,240 | -11.8% | 0.08% | -23.3% |
| Q2 2022 | $1,797,000 | +2.0% | 58,101 | +21.6% | 0.10% | +3.0% |
| Q1 2022 | $1,762,000 | +14.1% | 47,794 | +21.9% | 0.10% | +14.9% |
| Q4 2021 | $1,544,000 | +48.9% | 39,219 | +43.3% | 0.09% | +24.3% |
| Q3 2021 | $1,037,000 | +49.0% | 27,374 | +51.6% | 0.07% | +40.0% |
| Q2 2021 | $696,000 | +66.9% | 18,054 | +57.8% | 0.05% | +35.1% |
| Q1 2021 | $417,000 | +4.2% | 11,438 | +2.0% | 0.04% | -17.8% |
| Q4 2020 | $400,000 | +14.0% | 11,219 | 0.0% | 0.04% | -4.3% |
| Q3 2020 | $351,000 | +6.4% | 11,219 | 0.0% | 0.05% | -7.8% |
| Q2 2020 | $330,000 | – | 11,219 | – | 0.05% | – |
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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% |