ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Richard P Slaughter Associates Inc | 538,516 | $15,838,000 | 6.88% |
Abundance Wealth Counselors | 675,678 | $19,872,000 | 6.04% |
TOBIAS FINANCIAL ADVISORS, INC. | 276,493 | $8,132,000 | 4.78% |
Crumly & Associates Inc. | 169,592 | $4,988,000 | 4.67% |
Richard Bernstein Advisors LLC | 4,770,451 | $140,298,000 | 4.39% |
Epstein & White Financial LLC | 370,701 | $10,869,000 | 4.12% |
Adams Chetwood Wealth Management LLC | 131,402 | $3,865,000 | 3.93% |
Ackerman Capital Advisors, LLC | 413,897 | $12,173,000 | 3.65% |
Armbruster Capital Management, Inc. | 299,308 | $8,803,000 | 3.53% |
Wade Financial Advisory, Inc | 124,283 | $3,655,000 | 3.16% |