ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 296 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |