ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 296 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,112,155 | -2.1% | 152,102 | +3.7% | 1.19% | -5.4% |
Q2 2023 | $5,221,636 | +8.8% | 146,675 | +7.9% | 1.25% | +1.4% |
Q1 2023 | $4,798,470 | +8.8% | 135,934 | -0.1% | 1.24% | +1.3% |
Q4 2022 | $4,409,380 | +15.9% | 136,134 | -0.6% | 1.22% | +10.6% |
Q3 2022 | $3,803,000 | -4.5% | 136,891 | +6.3% | 1.10% | -0.8% |
Q2 2022 | $3,983,000 | -7.2% | 128,781 | +10.6% | 1.11% | +10.3% |
Q1 2022 | $4,294,000 | -7.0% | 116,472 | -0.7% | 1.01% | -9.4% |
Q4 2021 | $4,618,000 | +6.5% | 117,280 | +2.5% | 1.11% | -9.9% |
Q3 2021 | $4,336,000 | +4.4% | 114,468 | +6.3% | 1.24% | -4.6% |
Q2 2021 | $4,153,000 | +19.1% | 107,690 | +12.6% | 1.30% | +2.8% |
Q1 2021 | $3,486,000 | +8.5% | 95,677 | +6.2% | 1.26% | +14.1% |
Q4 2020 | $3,213,000 | -28.5% | 90,095 | -37.2% | 1.11% | -35.7% |
Q3 2020 | $4,495,000 | +9.5% | 143,483 | +2.8% | 1.72% | -5.0% |
Q2 2020 | $4,104,000 | +12.8% | 139,555 | +5.9% | 1.81% | +10.2% |
Q1 2020 | $3,637,000 | – | 131,819 | – | 1.64% | – |
Download |
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% |