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 | $10,866,786 | +20.5% | 323,320 | +27.7% | 1.52% | +18.7% |
| Q2 2023 | $9,015,440 | +7.2% | 253,243 | +6.3% | 1.28% | -2.9% |
| Q1 2023 | $8,407,460 | +12.1% | 238,172 | +2.9% | 1.32% | -6.4% |
| Q4 2022 | $7,498,775 | +8.8% | 231,515 | -6.7% | 1.40% | +8.2% |
| Q3 2022 | $6,892,000 | -11.2% | 248,083 | +140.4% | 1.30% | -14.7% |
| Q2 2022 | $7,764,000 | -18.8% | 103,205 | -64.4% | 1.52% | +2.4% |
| Q1 2022 | $9,562,000 | +718.0% | 289,745 | +540.9% | 1.49% | +305.2% |
| Q1 2020 | $1,169,000 | -0.7% | 45,208 | +24.0% | 0.37% | -4.7% |
| Q4 2019 | $1,177,000 | – | 36,454 | – | 0.38% | – |
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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% |