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 | $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% | – |
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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% |