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 | $4,394,911 | -4.5% | 130,762 | +1.2% | 3.42% | -1.6% |
| Q2 2023 | $4,601,051 | +12.3% | 129,243 | +11.3% | 3.47% | +6.4% |
| Q1 2023 | $4,098,577 | +14.1% | 116,107 | +4.7% | 3.26% | +9.9% |
| Q4 2022 | $3,590,820 | +6.4% | 110,862 | -8.8% | 2.97% | -9.1% |
| Q3 2022 | $3,375,000 | -6.7% | 121,498 | +3.9% | 3.27% | +0.1% |
| Q2 2022 | $3,616,000 | +5.2% | 116,919 | +25.4% | 3.26% | +13.8% |
| Q1 2022 | $3,438,000 | -4.8% | 93,251 | +1.7% | 2.87% | -0.3% |
| Q4 2021 | $3,610,000 | +55.5% | 91,673 | +49.6% | 2.88% | +46.9% |
| Q3 2021 | $2,322,000 | -0.3% | 61,294 | +1.5% | 1.96% | -0.1% |
| Q2 2021 | $2,328,000 | +6.4% | 60,386 | +0.6% | 1.96% | +0.1% |
| Q1 2021 | $2,187,000 | – | 60,022 | – | 1.96% | – |
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% |