ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 296 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,152,576 | +0.7% | 93,799 | +6.6% | 0.84% | +3.5% |
| Q2 2023 | $3,131,688 | -2.7% | 87,969 | -3.6% | 0.81% | -1.7% |
| Q1 2023 | $3,219,630 | +11.3% | 91,208 | +2.2% | 0.82% | -0.4% |
| Q4 2022 | $2,891,703 | +17.9% | 89,278 | +1.1% | 0.83% | -3.6% |
| Q3 2022 | $2,452,000 | -29.9% | 88,277 | -22.0% | 0.86% | -29.6% |
| Q2 2022 | $3,500,000 | -10.7% | 113,175 | +6.5% | 1.22% | +5.3% |
| Q1 2022 | $3,919,000 | +127.8% | 106,303 | +143.4% | 1.16% | +97.1% |
| Q4 2021 | $1,720,000 | – | 43,680 | – | 0.59% | – |
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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% |