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 ↓ |
|---|---|---|---|
| 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% |