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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Richard P Slaughter Associates Inc | 464,986 | $14,568,000 | 6.68% |
Abundance Wealth Counselors | 687,232 | $21,531,000 | 6.20% |
Epstein & White Financial LLC | 470,088 | $14,715,000 | 5.25% |
TOBIAS FINANCIAL ADVISORS, INC. | 289,870 | $9,082,000 | 4.98% |
Richard Bernstein Advisors LLC | 5,311,830 | $166,418,000 | 4.67% |
Retirement Planning Group, LLC | 898,455 | $28,149,000 | 4.59% |
Crumly & Associates Inc. | 165,473 | $5,184,000 | 4.43% |
Adams Chetwood Wealth Management LLC | 132,665 | $4,156,000 | 4.00% |
Stewardship Advisors, LLC | 246,573 | $7,856,000 | 3.93% |
Armbruster Capital Management, Inc. | 301,608 | $9,449,000 | 3.63% |