ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 264 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $436,420 | -5.6% | 12,985 | 0.0% | 0.08% | -4.5% |
| Q2 2023 | $462,260 | +1.6% | 12,985 | +0.7% | 0.09% | -1.1% |
| Q1 2023 | $455,190 | +9.0% | 12,895 | 0.0% | 0.09% | +9.9% |
| Q4 2022 | $417,666 | -14.6% | 12,895 | -18.4% | 0.08% | -11.0% |
| Q3 2022 | $489,000 | 0.0% | 15,800 | 0.0% | 0.09% | 0.0% |
| Q2 2022 | $489,000 | -98.2% | 15,800 | -97.9% | 0.09% | -97.8% |
| Q1 2022 | $27,918,000 | -4.6% | 757,199 | +1.8% | 4.12% | -1.3% |
| Q4 2021 | $29,278,000 | +1.6% | 743,484 | -2.2% | 4.17% | +3.0% |
| Q3 2021 | $28,811,000 | +2.5% | 760,574 | +4.4% | 4.05% | +1.5% |
| Q2 2021 | $28,103,000 | -0.9% | 728,820 | -6.4% | 3.99% | +5.1% |
| Q1 2021 | $28,369,000 | +59.0% | 778,511 | +55.6% | 3.80% | +25.5% |
| Q4 2020 | $17,840,000 | +1.9% | 500,288 | -10.5% | 3.03% | -6.8% |
| Q3 2020 | $17,507,000 | +33.2% | 558,778 | +25.0% | 3.25% | +11.0% |
| Q2 2020 | $13,143,000 | +36.1% | 446,895 | +19.6% | 2.93% | +13.9% |
| Q1 2020 | $9,657,000 | +731.8% | 373,594 | +939.0% | 2.57% | +944.7% |
| Q4 2019 | $1,161,000 | – | 35,956 | – | 0.25% | – |
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% |