ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 352 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| 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% |