ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,649,726 | -25.3% | 49,084 | -20.8% | 0.40% | -33.0% |
Q2 2023 | $2,207,392 | +10.4% | 62,005 | +9.4% | 0.60% | -8.9% |
Q1 2023 | $2,000,240 | +30.9% | 56,664 | +20.1% | 0.66% | +14.3% |
Q4 2022 | $1,527,708 | +73.8% | 47,166 | +49.1% | 0.58% | +77.1% |
Q3 2022 | $879,000 | -3.6% | 31,628 | +7.2% | 0.33% | +1.9% |
Q2 2022 | $912,000 | -17.8% | 29,499 | -2.0% | 0.32% | -1.5% |
Q1 2022 | $1,110,000 | -4.8% | 30,096 | +1.6% | 0.33% | -3.3% |
Q4 2021 | $1,166,000 | +33.7% | 29,615 | +31.0% | 0.34% | +6.0% |
Q2 2021 | $872,000 | +72.0% | 22,614 | +62.5% | 0.32% | +46.5% |
Q1 2021 | $507,000 | +26.4% | 13,915 | +23.8% | 0.22% | +18.6% |
Q4 2020 | $401,000 | – | 11,240 | – | 0.18% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Abundance Wealth Counselors | 814,143 | $30,840,000 | 18.02% |
BRR OpCo, LLC | 2,401,368 | $90,964,000 | 10.36% |
Richard P Slaughter Associates Inc | 414,622 | $15,705,000 | 6.22% |
TOBIAS FINANCIAL ADVISORS, INC. | 387,162 | $14,666,000 | 5.48% |
Richard Bernstein Advisors LLC | 7,170,258 | $271,609,000 | 5.48% |
Klaas Financial Asset Advisors, LLC | 530,229 | $20,085,000 | 4.90% |
Retirement Planning Group, LLC | 1,087,228 | $41,184,000 | 4.68% |
MBA Advisors LLC | 161,053 | $6,101,000 | 4.50% |
Allen Capital Group, LLC | 589,629 | $22,335,000 | 4.48% |
Insight Wealth Strategies, LLC | 760,574 | $28,811,000 | 4.05% |