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 2023 | $2,628,873 | +2773.3% | 78,217 | +2943.5% | 2.17% | +3143.3% |
| Q2 2023 | $91,492 | -1.8% | 2,570 | -2.7% | 0.07% | +8.1% |
| Q1 2023 | $93,192 | -96.5% | 2,640 | -96.7% | 0.06% | -96.8% |
| Q4 2022 | $2,628,384 | +2502.4% | 81,148 | +2125.1% | 1.91% | +1155.3% |
| Q3 2022 | $101,000 | -4.7% | 3,647 | +6.8% | 0.15% | +83.1% |
| Q2 2022 | $106,000 | -45.9% | 3,415 | -35.7% | 0.08% | -23.1% |
| Q1 2022 | $196,000 | +3.7% | 5,315 | +10.9% | 0.11% | +13.7% |
| Q4 2021 | $189,000 | -3.1% | 4,793 | -6.9% | 0.10% | -3.1% |
| Q3 2021 | $195,000 | -38.5% | 5,148 | -37.4% | 0.10% | -38.0% |
| Q2 2021 | $317,000 | -33.5% | 8,227 | -37.2% | 0.16% | -35.2% |
| Q1 2021 | $477,000 | +69.8% | 13,098 | +66.5% | 0.24% | +58.4% |
| Q4 2020 | $281,000 | – | 7,868 | – | 0.15% | – |
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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% |