ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 337 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $347,141 | -10.8% | 10,213 | -9.0% | 0.34% | -13.7% |
| Q2 2023 | $388,964 | -2.8% | 11,219 | +1.4% | 0.39% | -10.6% |
| Q1 2023 | $400,000 | +10.2% | 11,065 | +2.8% | 0.43% | -6.1% |
| Q4 2022 | $363,116 | -7.6% | 10,759 | -22.3% | 0.46% | -16.8% |
| Q3 2022 | $393,000 | -14.6% | 13,847 | -0.8% | 0.56% | -8.4% |
| Q2 2022 | $460,000 | +86.2% | 13,956 | +101.3% | 0.61% | +25.5% |
| Q4 2020 | $247,000 | +13.8% | 6,933 | 0.0% | 0.48% | -13.8% |
| Q3 2020 | $217,000 | +6.4% | 6,933 | 0.0% | 0.56% | -14.9% |
| Q2 2020 | $204,000 | – | 6,933 | – | 0.66% | – |
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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% |