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 2022 | $1,940,000 | -10.4% | 69,836 | -0.2% | 0.29% | -8.7% |
| Q2 2022 | $2,165,000 | -30.0% | 69,985 | -16.6% | 0.32% | -20.5% |
| Q1 2022 | $3,094,000 | -28.3% | 83,906 | -23.5% | 0.40% | -29.2% |
| Q4 2021 | $4,317,000 | +5.1% | 109,622 | +1.0% | 0.57% | -3.4% |
| Q3 2021 | $4,109,000 | -44.8% | 108,485 | -43.8% | 0.59% | -34.7% |
| Q2 2021 | $7,439,000 | +132.2% | 192,938 | +119.4% | 0.91% | +71.6% |
| Q1 2021 | $3,204,000 | +88.9% | 87,928 | +84.8% | 0.53% | +48.3% |
| Q4 2020 | $1,696,000 | -99.0% | 47,576 | +797.7% | 0.36% | +318.8% |
| Q3 2020 | $169,719,000 | +10.7% | 5,300 | +5.3% | 0.08% | 0.0% |
| Q2 2020 | $153,277,000 | – | 5,035 | – | 0.08% | – |
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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% |