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 | $1,613,482 | -2.0% | 48,006 | +3.8% | 0.87% | -0.3% |
| Q2 2023 | $1,647,105 | +8.9% | 46,267 | +8.0% | 0.87% | -4.4% |
| Q1 2023 | $1,511,828 | +14.3% | 42,828 | +4.9% | 0.91% | +49.0% |
| Q4 2022 | $1,322,419 | +30.2% | 40,828 | +11.6% | 0.61% | -17.1% |
| Q3 2022 | $1,016,000 | -0.7% | 36,587 | +10.6% | 0.74% | +5.3% |
| Q2 2022 | $1,023,000 | -16.1% | 33,067 | 0.0% | 0.70% | -1.3% |
| Q1 2022 | $1,219,000 | – | 33,067 | – | 0.71% | – |
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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% |