ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $450,166 | -5.6% | 13,394 | 0.0% | 0.11% | -8.5% |
| Q2 2023 | $476,820 | -16.0% | 13,394 | -16.7% | 0.12% | -20.4% |
| Q1 2023 | $567,817 | -4.2% | 16,085 | -12.1% | 0.15% | -14.0% |
| Q4 2022 | $592,979 | +16.7% | 18,307 | +0.2% | 0.17% | +6.2% |
| Q3 2022 | $508,000 | -16.3% | 18,275 | -6.9% | 0.16% | -11.0% |
| Q2 2022 | $607,000 | -21.3% | 19,632 | -6.1% | 0.18% | -17.7% |
| Q1 2022 | $771,000 | -5.2% | 20,901 | +1.2% | 0.22% | -10.9% |
| Q4 2021 | $813,000 | -1.6% | 20,653 | -5.3% | 0.25% | -9.9% |
| Q3 2021 | $826,000 | -3.1% | 21,810 | -1.3% | 0.27% | -5.8% |
| Q2 2021 | $852,000 | +4.5% | 22,105 | -1.2% | 0.29% | -9.6% |
| Q1 2021 | $815,000 | +24.6% | 22,364 | +21.9% | 0.32% | +16.7% |
| Q4 2020 | $654,000 | +12.4% | 18,350 | -1.2% | 0.28% | -4.2% |
| Q3 2020 | $582,000 | – | 18,570 | – | 0.29% | – |
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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% |