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 | $759 | -14.1% | 22,588 | -9.1% | 0.26% | -66.4% |
| Q2 2023 | $884 | -39.8% | 24,839 | -40.3% | 0.77% | +50.7% |
| Q1 2023 | $1,468 | -36.4% | 41,577 | -41.7% | 0.51% | -40.2% |
| Q4 2022 | $2,309 | -99.9% | 71,289 | -44.3% | 0.85% | -47.3% |
| Q3 2022 | $3,553,000 | -0.5% | 127,931 | +10.8% | 1.62% | +2.1% |
| Q2 2022 | $3,571,000 | -6.5% | 115,439 | +11.4% | 1.59% | +4.7% |
| Q1 2022 | $3,820,000 | -2.5% | 103,618 | +4.2% | 1.52% | +2.4% |
| Q4 2021 | $3,916,000 | +24.5% | 99,450 | +19.7% | 1.48% | -45.8% |
| Q3 2021 | $3,146,000 | +234.7% | 83,064 | +222.1% | 2.73% | +534.1% |
| Q1 2021 | $940,000 | – | 25,787 | – | 0.43% | – |
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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% |