ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 352 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,483 | -99.9% | 45,785 | -28.1% | 0.45% | -20.4% |
| Q4 2021 | $2,509,000 | +0.5% | 63,716 | -3.3% | 0.56% | -19.7% |
| Q3 2021 | $2,496,000 | -4.8% | 65,893 | -8.4% | 0.70% | -42.6% |
| Q2 2021 | $2,621,000 | 0.0% | 71,922 | 0.0% | 1.22% | +5.3% |
| Q1 2021 | $2,621,000 | +4.4% | 71,922 | +2.2% | 1.16% | -1.9% |
| Q4 2020 | $2,510,000 | – | 70,396 | – | 1.18% | – |
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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% |