ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 352 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,593,215 | +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% | – |
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% |