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 | $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 ↓ |
|---|---|---|---|
| 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% |