ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,953,000 | -5.6% | 70,294 | +5.1% | 1.54% | -4.2% |
| Q2 2022 | $2,068,000 | -7.7% | 66,869 | +10.0% | 1.61% | +12.5% |
| Q1 2022 | $2,240,000 | +10.4% | 60,764 | +16.0% | 1.43% | +2.0% |
| Q4 2021 | $2,029,000 | -52.1% | 52,366 | -51.7% | 1.40% | -53.0% |
| Q3 2021 | $4,233,000 | +6.2% | 108,312 | +4.8% | 2.98% | +5.7% |
| Q2 2021 | $3,984,000 | +23.7% | 103,325 | +16.9% | 2.82% | +20.6% |
| Q1 2021 | $3,221,000 | +9.6% | 88,385 | +7.2% | 2.34% | -18.9% |
| Q4 2020 | $2,940,000 | – | 82,442 | – | 2.88% | – |
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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% |