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 | $2,214,311 | -6.1% | 65,882 | -0.5% | 1.00% | -17.8% |
| Q2 2023 | $2,357,417 | +3.2% | 66,220 | +6.9% | 1.22% | -9.6% |
| Q1 2023 | $2,283,953 | +2.0% | 61,946 | -10.4% | 1.35% | -11.0% |
| Q4 2022 | $2,240,047 | +23.7% | 69,159 | +6.1% | 1.52% | +35.7% |
| Q3 2022 | $1,811,000 | -9.5% | 65,208 | +0.8% | 1.12% | 0.0% |
| Q2 2022 | $2,001,000 | -12.4% | 64,694 | +4.4% | 1.12% | +13.3% |
| Q1 2022 | $2,284,000 | +2.1% | 61,946 | +9.0% | 0.99% | +2.0% |
| Q4 2021 | $2,238,000 | +11.8% | 56,834 | +7.5% | 0.97% | -15.7% |
| Q3 2021 | $2,002,000 | +5.8% | 52,851 | +8.6% | 1.15% | +10.1% |
| Q2 2021 | $1,893,000 | +15.2% | 48,664 | +7.9% | 1.04% | +2.2% |
| Q1 2021 | $1,643,000 | +1328.7% | 45,093 | +1296.1% | 1.02% | +1020.9% |
| Q4 2020 | $115,000 | +134.7% | 3,230 | +101.2% | 0.09% | +97.8% |
| Q3 2020 | $49,000 | – | 1,605 | – | 0.05% | – |
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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% |