ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 264 filers reported holding ISHARES TR in Q3 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% | – |
Download |
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% |