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 | $6,099,341 | +3.3% | 181,474 | +9.4% | 3.74% | +6.0% |
Q2 2023 | $5,905,755 | +11.0% | 165,892 | +10.1% | 3.53% | +6.6% |
Q1 2023 | $5,318,757 | +10.6% | 150,673 | +1.5% | 3.31% | +5.3% |
Q4 2022 | $4,806,870 | +28.0% | 148,406 | +9.8% | 3.14% | +15.7% |
Q3 2022 | $3,756,000 | -39.6% | 135,193 | -32.7% | 2.72% | -36.4% |
Q2 2022 | $6,217,000 | -10.8% | 201,015 | +6.3% | 4.27% | -1.0% |
Q1 2022 | $6,971,000 | +2.5% | 189,063 | +9.4% | 4.32% | +2.4% |
Q4 2021 | $6,804,000 | +11.5% | 172,780 | +7.3% | 4.22% | -6.4% |
Q3 2021 | $6,101,000 | +3.6% | 161,053 | +5.4% | 4.50% | +64.2% |
Q2 2021 | $5,890,000 | +33.9% | 152,756 | +26.6% | 2.74% | +13.5% |
Q1 2021 | $4,398,000 | – | 120,699 | – | 2.42% | – |
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% |