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 | $1,312 | -6.4% | 39,023 | -0.9% | 0.19% | -27.4% |
| Q2 2023 | $1,402 | -18.9% | 39,392 | -19.5% | 0.26% | -26.5% |
| Q1 2023 | $1,728 | -99.9% | 48,938 | +10.3% | 0.36% | +3.2% |
| Q4 2022 | $1,437,015 | +31.5% | 44,366 | +12.8% | 0.35% | +19.2% |
| Q3 2022 | $1,093,000 | +69.5% | 39,339 | +88.7% | 0.29% | +76.4% |
| Q2 2022 | $645,000 | -6.9% | 20,849 | +10.8% | 0.16% | +6.5% |
| Q1 2022 | $693,000 | +3.6% | 18,809 | +10.6% | 0.16% | +8.4% |
| Q4 2021 | $669,000 | – | 17,001 | – | 0.14% | – |
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% |