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 ↓ |
|---|---|---|---|
| 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% |