ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 264 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,905 | +0.3% | 86,444 | +6.3% | 0.35% | +2.4% |
| Q2 2023 | $2,896 | +4.3% | 81,358 | +3.4% | 0.34% | -2.0% |
| Q1 2023 | $2,777 | +7.0% | 78,659 | -1.9% | 0.34% | -5.7% |
| Q4 2022 | $2,596 | -99.9% | 80,155 | -4.2% | 0.37% | +4.9% |
| Q3 2022 | $2,323,000 | -19.2% | 83,630 | -10.0% | 0.35% | -16.5% |
| Q2 2022 | $2,875,000 | -12.8% | 92,944 | +4.0% | 0.42% | -0.7% |
| Q1 2022 | $3,296,000 | -0.8% | 89,396 | +6.0% | 0.42% | +0.7% |
| Q4 2021 | $3,321,000 | +37.4% | 84,326 | +32.2% | 0.42% | +21.5% |
| Q3 2021 | $2,417,000 | +8.7% | 63,806 | +10.6% | 0.34% | +3.3% |
| Q2 2021 | $2,224,000 | +10.8% | 57,681 | +4.7% | 0.33% | -4.0% |
| Q1 2021 | $2,007,000 | +23.7% | 55,066 | +21.1% | 0.35% | +10.5% |
| Q4 2020 | $1,622,000 | – | 45,483 | – | 0.31% | – |
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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% |