ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 240 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,593,215 | +5.9% | 47,403 | +12.2% | 0.44% | +3.3% |
| Q2 2023 | $1,504,278 | +10.5% | 42,255 | +9.5% | 0.43% | -2.7% |
| Q1 2023 | $1,361,627 | +11.1% | 38,573 | +1.9% | 0.44% | -1.3% |
| Q4 2022 | $1,226,026 | +9.3% | 37,852 | -6.3% | 0.44% | -0.9% |
| Q3 2022 | $1,122,000 | -6.3% | 40,398 | +4.3% | 0.45% | -6.5% |
| Q2 2022 | $1,198,000 | -12.0% | 38,719 | +4.9% | 0.48% | +8.4% |
| Q1 2022 | $1,361,000 | -2.3% | 36,925 | +4.4% | 0.44% | +2.3% |
| Q4 2021 | $1,393,000 | +11.0% | 35,384 | +6.8% | 0.43% | -2.5% |
| Q3 2021 | $1,255,000 | +4.8% | 33,134 | +6.7% | 0.44% | +0.2% |
| Q2 2021 | $1,197,000 | +4.7% | 31,039 | -1.1% | 0.44% | -0.7% |
| Q1 2021 | $1,143,000 | +3.3% | 31,377 | +0.4% | 0.45% | -16.3% |
| Q4 2020 | $1,107,000 | +16.2% | 31,252 | +2.7% | 0.53% | +17.1% |
| Q3 2020 | $953,000 | +17.4% | 30,434 | +10.2% | 0.46% | +9.9% |
| Q2 2020 | $812,000 | +20.1% | 27,612 | +5.6% | 0.41% | -18.7% |
| Q1 2020 | $676,000 | – | 26,136 | – | 0.51% | – |
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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% |