ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $258,438 | -1.0% | 7,689 | +4.9% | 0.03% | +3.4% |
| Q2 2023 | $260,995 | -1.9% | 7,331 | -2.8% | 0.03% | -6.5% |
| Q1 2023 | $266,138 | +10.8% | 7,539 | +1.6% | 0.03% | +3.3% |
| Q4 2022 | $240,281 | -6.5% | 7,418 | -19.9% | 0.03% | -14.3% |
| Q3 2022 | $257,000 | +9.8% | 9,259 | +22.4% | 0.04% | +16.7% |
| Q2 2022 | $234,000 | -45.3% | 7,567 | -34.8% | 0.03% | -38.8% |
| Q1 2022 | $428,000 | – | 11,614 | – | 0.05% | – |
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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% |