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 | $1,039,716 | -5.3% | 30,935 | +0.3% | 0.27% | +3.8% |
| Q2 2023 | $1,097,787 | +1.4% | 30,837 | +0.5% | 0.26% | -6.1% |
| Q1 2023 | $1,082,953 | +11.0% | 30,679 | +1.9% | 0.28% | +1.1% |
| Q4 2022 | $975,501 | +22.0% | 30,117 | +4.7% | 0.28% | +7.0% |
| Q3 2022 | $799,324 | -8.1% | 28,773 | +2.4% | 0.26% | -5.5% |
| Q2 2022 | $870,000 | -14.0% | 28,112 | +2.4% | 0.27% | +3.4% |
| Q1 2022 | $1,012,000 | +10.5% | 27,444 | +18.0% | 0.26% | +11.9% |
| Q4 2021 | $916,000 | +144.3% | 23,261 | +135.0% | 0.24% | +108.0% |
| Q3 2021 | $375,000 | -20.6% | 9,897 | -19.2% | 0.11% | -16.9% |
| Q2 2021 | $472,000 | +35.2% | 12,253 | +28.1% | 0.14% | +12.4% |
| Q1 2021 | $349,000 | +37.9% | 9,566 | +34.8% | 0.12% | +34.4% |
| Q4 2020 | $253,000 | – | 7,099 | – | 0.09% | – |
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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% |