ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 296 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $578,306 | -1.7% | 17,206 | +4.1% | 0.17% | +4.2% |
| Q2 2023 | $588,290 | -3.0% | 16,525 | -3.8% | 0.17% | -5.1% |
| Q1 2023 | $606,419 | +27.9% | 17,179 | +17.4% | 0.18% | +19.9% |
| Q4 2022 | $473,963 | +16.7% | 14,633 | +0.1% | 0.15% | +2.1% |
| Q3 2022 | $406,000 | -20.2% | 14,623 | -11.2% | 0.14% | -17.8% |
| Q2 2022 | $509,000 | -8.0% | 16,459 | +9.8% | 0.17% | -3.3% |
| Q1 2022 | $553,000 | -24.7% | 14,996 | -19.5% | 0.18% | -25.0% |
| Q4 2021 | $734,000 | +23.8% | 18,627 | +19.0% | 0.24% | +15.4% |
| Q3 2021 | $593,000 | -4.7% | 15,651 | -2.9% | 0.21% | -2.3% |
| Q2 2021 | $622,000 | +17.4% | 16,124 | +10.8% | 0.21% | +10.9% |
| Q1 2021 | $530,000 | +1.3% | 14,547 | -0.8% | 0.19% | -3.0% |
| Q4 2020 | $523,000 | +7.8% | 14,667 | -5.2% | 0.20% | +5.3% |
| Q3 2020 | $485,000 | -31.2% | 15,465 | -35.5% | 0.19% | -29.6% |
| Q2 2020 | $705,000 | -21.8% | 23,979 | -29.5% | 0.27% | -28.0% |
| Q1 2020 | $901,000 | – | 34,028 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Abundance Wealth Counselors | 814,143 | $30,840,000 | 18.02% |
| BRR OpCo, LLC | 2,401,368 | $90,964,000 | 10.36% |
| Richard P Slaughter Associates Inc | 414,622 | $15,705,000 | 6.22% |
| TOBIAS FINANCIAL ADVISORS, INC. | 387,162 | $14,666,000 | 5.48% |
| Richard Bernstein Advisors LLC | 7,170,258 | $271,609,000 | 5.48% |
| Klaas Financial Asset Advisors, LLC | 530,229 | $20,085,000 | 4.90% |
| Retirement Planning Group, LLC | 1,087,228 | $41,184,000 | 4.68% |
| MBA Advisors LLC | 161,053 | $6,101,000 | 4.50% |
| Allen Capital Group, LLC | 589,629 | $22,335,000 | 4.48% |
| Insight Wealth Strategies, LLC | 760,574 | $28,811,000 | 4.05% |