ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 352 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $85,739 | -88.4% | 2,551 | -87.7% | 0.60% | -80.1% |
| Q2 2023 | $739,234 | -88.5% | 20,765 | -88.6% | 3.00% | -43.5% |
| Q1 2023 | $6,427,212 | +9.8% | 182,074 | +0.8% | 5.30% | +1.6% |
| Q4 2022 | $5,852,128 | +18.2% | 180,677 | +1.4% | 5.22% | +13.3% |
| Q3 2022 | $4,950,000 | +57.9% | 178,171 | +75.8% | 4.61% | +60.2% |
| Q2 2022 | $3,135,000 | -8.4% | 101,362 | +10.6% | 2.88% | +12.9% |
| Q1 2022 | $3,423,000 | +102.5% | 91,608 | +113.6% | 2.55% | +4216.9% |
| Q4 2021 | $1,690,000 | +90.1% | 42,887 | +82.7% | 0.06% | -93.5% |
| Q3 2021 | $889,000 | +611.2% | 23,475 | +626.8% | 0.91% | +768.6% |
| Q2 2021 | $125,000 | – | 3,230 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,390,721 | $94,147,000 | 10.20% |
| Abundance Wealth Counselors | 724,685 | $28,538,000 | 7.32% |
| Integrity Financial Corp /WA | 239,030 | $9,413,000 | 6.97% |
| Richard P Slaughter Associates Inc | 491,865 | $19,369,000 | 6.85% |
| Richard Bernstein Advisors LLC | 7,391,993 | $291,097,000 | 5.62% |
| Klaas Financial Asset Advisors, LLC | 560,492 | $22,072,000 | 4.98% |
| Evergreen Wealth Solutions, LLC | 129,314 | $5,092,000 | 4.62% |
| MFA WEALTH ADVISORS, LLC | 255,842 | $10,076,000 | 4.26% |
| MBA Advisors LLC | 172,780 | $6,804,000 | 4.22% |
| Retirement Planning Group, LLC | 1,105,361 | $43,529,000 | 4.21% |