ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $266,595 | +3.3% | 7,932 | +9.5% | 0.01% | 0.0% |
| Q2 2023 | $257,958 | +6.9% | 7,246 | +6.0% | 0.01% | -6.7% |
| Q1 2023 | $241,205 | +8.1% | 6,833 | -0.8% | 0.02% | +7.1% |
| Q4 2022 | $223,102 | +16.8% | 6,888 | 0.0% | 0.01% | +7.7% |
| Q3 2022 | $191,000 | -74.5% | 6,888 | -71.6% | 0.01% | -64.9% |
| Q2 2022 | $750,000 | -36.8% | 24,271 | -24.6% | 0.04% | -27.5% |
| Q1 2022 | $1,186,000 | -1.1% | 32,186 | +5.7% | 0.05% | +10.9% |
| Q4 2021 | $1,199,000 | +25.9% | 30,456 | +21.8% | 0.05% | +27.8% |
| Q3 2021 | $952,000 | +226.0% | 25,004 | +232.1% | 0.04% | +227.3% |
| Q2 2021 | $292,000 | +36.4% | 7,528 | +33.7% | 0.01% | +83.3% |
| Q1 2021 | $214,000 | +3.4% | 5,632 | -0.5% | 0.01% | -25.0% |
| Q4 2020 | $207,000 | +370.5% | 5,658 | +298.2% | 0.01% | +300.0% |
| Q3 2020 | $44,000 | -60.0% | 1,421 | -62.5% | 0.00% | -66.7% |
| Q2 2020 | $110,000 | -95.2% | 3,785 | -95.8% | 0.01% | -96.1% |
| Q1 2020 | $2,287,000 | -26.1% | 90,018 | -6.0% | 0.15% | -6.7% |
| Q4 2019 | $3,096,000 | +44128.6% | 95,776 | +39641.1% | 0.16% | – |
| Q3 2019 | $7,000 | 0.0% | 241 | 0.0% | 0.00% | – |
| Q2 2019 | $7,000 | 0.0% | 241 | 0.0% | 0.00% | – |
| Q1 2019 | $7,000 | – | 241 | – | 0.00% | – |
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% |