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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,896,225 | +11.8% | 591,974 | +18.4% | 0.08% | +250.0% |
| Q2 2023 | $17,799,906 | +16.5% | 499,997 | +15.6% | 0.02% | -92.8% |
| Q1 2023 | $15,274,283 | +11.3% | 432,698 | +2.1% | 0.31% | +75.9% |
| Q4 2022 | $13,727,962 | +47.2% | 423,833 | +26.2% | 0.17% | +47.5% |
| Q3 2022 | $9,327,000 | +259.0% | 335,742 | +299.7% | 0.12% | +268.8% |
| Q2 2022 | $2,598,000 | – | 84,008 | – | 0.03% | – |
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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% |