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 | $4,489,120 | +10.0% | 133,565 | +16.5% | 2.09% | +3.6% |
| Q2 2023 | $4,081,754 | +9.8% | 114,656 | +8.9% | 2.02% | -3.1% |
| Q1 2023 | $3,717,090 | +15.0% | 105,300 | +5.5% | 2.08% | +7.5% |
| Q4 2022 | $3,231,809 | +14.8% | 99,778 | -1.5% | 1.94% | +10.9% |
| Q3 2022 | $2,814,000 | +14.0% | 101,301 | +27.0% | 1.74% | +16.6% |
| Q2 2022 | $2,468,000 | -12.9% | 79,786 | +3.8% | 1.50% | -3.5% |
| Q1 2022 | $2,835,000 | +1.6% | 76,885 | +8.5% | 1.55% | -10.1% |
| Q4 2021 | $2,790,000 | +4.6% | 70,846 | +0.6% | 1.73% | -19.3% |
| Q3 2021 | $2,668,000 | +1.1% | 70,427 | +2.9% | 2.14% | +0.2% |
| Q2 2021 | $2,640,000 | +38.0% | 68,462 | +27.6% | 2.13% | +16.3% |
| Q4 2020 | $1,913,000 | – | 53,652 | – | 1.83% | – |
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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% |