ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 230 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,271,156 | -16.3% | 67,574 | -11.3% | 0.22% | -14.7% |
| Q2 2023 | $2,713,425 | -0.5% | 76,220 | -1.3% | 0.26% | -9.1% |
| Q1 2023 | $2,725,803 | +6.2% | 77,218 | -2.5% | 0.28% | +2.2% |
| Q4 2022 | $2,565,927 | -26.1% | 79,220 | -36.6% | 0.28% | -27.3% |
| Q3 2022 | $3,472,000 | -22.2% | 124,979 | -13.4% | 0.38% | -17.2% |
| Q2 2022 | $4,462,000 | -16.2% | 144,268 | -0.2% | 0.46% | -2.5% |
| Q1 2022 | $5,327,000 | -3.6% | 144,490 | +3.0% | 0.48% | -2.5% |
| Q4 2021 | $5,525,000 | +1.7% | 140,301 | +2.5% | 0.49% | +0.2% |
| Q3 2021 | $5,435,000 | +5.2% | 136,827 | +1.9% | 0.49% | -34.5% |
| Q2 2021 | $5,168,000 | +8.1% | 134,254 | +2.5% | 0.74% | +29.2% |
| Q1 2021 | $4,779,000 | +6.9% | 131,041 | +4.5% | 0.58% | -2.2% |
| Q4 2020 | $4,472,000 | – | 125,404 | – | 0.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Richard P Slaughter Associates Inc | 538,516 | $15,838,000 | 6.88% |
| Abundance Wealth Counselors | 675,678 | $19,872,000 | 6.04% |
| TOBIAS FINANCIAL ADVISORS, INC. | 276,493 | $8,132,000 | 4.78% |
| Crumly & Associates Inc. | 169,592 | $4,988,000 | 4.67% |
| Richard Bernstein Advisors LLC | 4,770,451 | $140,298,000 | 4.39% |
| Epstein & White Financial LLC | 370,701 | $10,869,000 | 4.12% |
| Adams Chetwood Wealth Management LLC | 131,402 | $3,865,000 | 3.93% |
| Ackerman Capital Advisors, LLC | 413,897 | $12,173,000 | 3.65% |
| Armbruster Capital Management, Inc. | 299,308 | $8,803,000 | 3.53% |
| Wade Financial Advisory, Inc | 124,283 | $3,655,000 | 3.16% |