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% | – |
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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% |