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 | $2,521 | -5.6% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,670 | +0.8% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,648 | +9.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,430 | +21.5% | 75 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 75 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | – | 75 | – | 0.00% | – |
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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% |