ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 264 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,728,799 | +11.2% | 110,943 | +17.8% | 0.34% | +7.8% |
| Q2 2023 | $3,353,631 | +47.7% | 94,203 | +46.4% | 0.32% | +36.3% |
| Q1 2023 | $2,270,849 | +39.1% | 64,330 | +27.7% | 0.23% | +23.8% |
| Q4 2022 | $1,632,002 | +33.1% | 50,386 | +14.1% | 0.19% | +28.6% |
| Q3 2022 | $1,226,000 | +5.8% | 44,148 | +17.8% | 0.15% | +2.8% |
| Q2 2022 | $1,159,000 | -40.3% | 37,480 | -28.8% | 0.14% | -36.4% |
| Q1 2022 | $1,940,000 | +14.7% | 52,612 | +22.4% | 0.22% | +5.6% |
| Q4 2021 | $1,692,000 | +58.6% | 42,969 | +52.6% | 0.21% | +28.3% |
| Q3 2021 | $1,067,000 | – | 28,159 | – | 0.17% | – |
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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% |