ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,889 | -5.6% | 7,911 | 0.0% | 0.04% | -4.4% |
| Q2 2023 | $281,632 | +1.1% | 7,911 | +0.2% | 0.04% | -4.3% |
| Q1 2023 | $278,658 | +8.9% | 7,894 | -0.1% | 0.05% | +2.2% |
| Q4 2022 | $255,849 | +16.8% | 7,899 | +0.3% | 0.05% | +17.9% |
| Q3 2022 | $219,000 | -10.2% | 7,877 | 0.0% | 0.04% | -11.4% |
| Q2 2022 | $244,000 | -9.3% | 7,877 | 0.0% | 0.04% | -13.7% |
| Q1 2022 | $269,000 | -13.2% | 7,877 | 0.0% | 0.05% | -27.1% |
| Q4 2021 | $310,000 | +4.0% | 7,877 | 0.0% | 0.07% | -12.5% |
| Q3 2021 | $298,000 | -2.0% | 7,877 | 0.0% | 0.08% | -14.9% |
| Q2 2021 | $304,000 | +2.0% | 7,877 | +0.8% | 0.09% | -24.2% |
| Q1 2021 | $298,000 | -24.0% | 7,817 | -28.8% | 0.12% | -30.3% |
| Q4 2020 | $392,000 | -4.6% | 10,979 | -15.5% | 0.18% | -20.9% |
| Q3 2020 | $411,000 | +2.5% | 12,990 | -4.3% | 0.22% | -10.7% |
| Q2 2020 | $401,000 | -17.7% | 13,570 | -30.6% | 0.25% | -23.2% |
| Q1 2020 | $487,000 | -22.3% | 19,565 | +0.7% | 0.33% | -9.9% |
| Q4 2019 | $627,000 | +7.2% | 19,428 | -2.4% | 0.36% | -6.9% |
| Q3 2019 | $585,000 | +2.1% | 19,903 | +5.2% | 0.39% | -0.5% |
| Q2 2019 | $573,000 | -8.8% | 18,927 | -11.3% | 0.39% | -16.2% |
| Q1 2019 | $628,000 | -2.8% | 21,347 | -14.6% | 0.47% | -1.3% |
| Q4 2018 | $646,000 | – | 25,010 | – | 0.48% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,390,721 | $94,147,000 | 10.20% |
| Abundance Wealth Counselors | 724,685 | $28,538,000 | 7.32% |
| Integrity Financial Corp /WA | 239,030 | $9,413,000 | 6.97% |
| Richard P Slaughter Associates Inc | 491,865 | $19,369,000 | 6.85% |
| Richard Bernstein Advisors LLC | 7,391,993 | $291,097,000 | 5.62% |
| Klaas Financial Asset Advisors, LLC | 560,492 | $22,072,000 | 4.98% |
| Evergreen Wealth Solutions, LLC | 129,314 | $5,092,000 | 4.62% |
| MFA WEALTH ADVISORS, LLC | 255,842 | $10,076,000 | 4.26% |
| MBA Advisors LLC | 172,780 | $6,804,000 | 4.22% |
| Retirement Planning Group, LLC | 1,105,361 | $43,529,000 | 4.21% |