ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 230 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,792,715 | -3.6% | 202,104 | +2.1% | 0.66% | -5.8% |
| Q2 2023 | $7,045,276 | -2.8% | 197,901 | -3.6% | 0.70% | -12.6% |
| Q1 2023 | $7,248,467 | +1.2% | 205,339 | -7.1% | 0.80% | -7.9% |
| Q4 2022 | $7,162,854 | -76.0% | 221,144 | -78.7% | 0.86% | -77.1% |
| Q3 2022 | $29,862,000 | +3152.9% | 1,039,411 | +3337.9% | 3.77% | +2802.3% |
| Q2 2022 | $918,000 | -67.2% | 30,234 | -60.1% | 0.13% | -68.4% |
| Q1 2022 | $2,795,000 | +144.3% | 75,807 | +161.0% | 0.41% | +118.6% |
| Q4 2021 | $1,144,000 | -7.7% | 29,040 | -11.2% | 0.19% | -15.7% |
| Q3 2021 | $1,239,000 | +3.2% | 32,702 | +5.1% | 0.22% | -19.8% |
| Q2 2021 | $1,200,000 | +3.7% | 31,112 | -2.0% | 0.28% | -46.3% |
| Q1 2021 | $1,157,000 | -1.8% | 31,753 | -3.9% | 0.52% | -48.7% |
| Q4 2020 | $1,178,000 | +13.9% | 33,029 | +0.1% | 1.01% | +22.0% |
| Q3 2020 | $1,034,000 | – | 33,007 | – | 0.83% | – |
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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% |