ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q3 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 ↓ |
|---|---|---|---|
| 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% |