ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 230 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,770,418 | +8.5% | 826,255 | +14.9% | 3.82% | +4.7% |
| Q2 2023 | $25,595,878 | +5.9% | 718,985 | +5.0% | 3.65% | -6.4% |
| Q1 2023 | $24,175,010 | +25.1% | 684,844 | +14.8% | 3.90% | -11.3% |
| Q4 2022 | $19,326,746 | +11.9% | 596,689 | -4.1% | 4.40% | -4.3% |
| Q3 2022 | $17,276,000 | -4.6% | 621,879 | +6.2% | 4.60% | +43.4% |
| Q2 2022 | $18,106,000 | -16.9% | 585,402 | -0.9% | 3.20% | -5.9% |
| Q1 2022 | $21,786,000 | -8.3% | 590,895 | -2.1% | 3.40% | +19.5% |
| Q4 2021 | $23,760,000 | +31.0% | 603,345 | +26.0% | 2.85% | +9.1% |
| Q3 2021 | $18,139,000 | +14.7% | 478,855 | +16.7% | 2.61% | -0.1% |
| Q2 2021 | $15,820,000 | +32.6% | 410,266 | +25.3% | 2.62% | +3.2% |
| Q1 2021 | $11,930,000 | +33.0% | 327,379 | +30.1% | 2.53% | -13.7% |
| Q4 2020 | $8,970,000 | – | 251,554 | – | 2.94% | – |
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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% |