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 | $2,417,231 | +95179.1% | 71,920 | +0.9% | 1.89% | +1.5% |
| Q2 2023 | $2,537 | +7.1% | 71,270 | +6.2% | 1.86% | +4.5% |
| Q1 2023 | $2,368 | +10.8% | 67,095 | +1.7% | 1.78% | +11.3% |
| Q4 2022 | $2,137 | -99.9% | 65,965 | +0.1% | 1.60% | +12.9% |
| Q3 2022 | $1,831,000 | -6.4% | 65,910 | +4.2% | 1.42% | +5.0% |
| Q2 2022 | $1,957,000 | -13.9% | 63,280 | +2.7% | 1.35% | +2.9% |
| Q1 2022 | $2,273,000 | -6.0% | 61,645 | +0.4% | 1.31% | -4.6% |
| Q4 2021 | $2,418,000 | +2.2% | 61,400 | -1.7% | 1.38% | -4.9% |
| Q3 2021 | $2,366,000 | -3.3% | 62,470 | -1.5% | 1.45% | -1.7% |
| Q2 2021 | $2,446,000 | -0.6% | 63,435 | -6.0% | 1.47% | -7.7% |
| Q1 2021 | $2,460,000 | -10.6% | 67,505 | -12.5% | 1.60% | -11.9% |
| Q4 2020 | $2,751,000 | – | 77,150 | – | 1.81% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Richard P Slaughter Associates Inc | 464,986 | $14,568,000 | 6.68% |
| Abundance Wealth Counselors | 687,232 | $21,531,000 | 6.20% |
| Epstein & White Financial LLC | 470,088 | $14,715,000 | 5.25% |
| TOBIAS FINANCIAL ADVISORS, INC. | 289,870 | $9,082,000 | 4.98% |
| Richard Bernstein Advisors LLC | 5,311,830 | $166,418,000 | 4.67% |
| Retirement Planning Group, LLC | 898,455 | $28,149,000 | 4.59% |
| Crumly & Associates Inc. | 165,473 | $5,184,000 | 4.43% |
| Adams Chetwood Wealth Management LLC | 132,665 | $4,156,000 | 4.00% |
| Stewardship Advisors, LLC | 246,573 | $7,856,000 | 3.93% |
| Armbruster Capital Management, Inc. | 301,608 | $9,449,000 | 3.63% |