ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 309 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $71 | +222.7% | 1,986 | +213.7% | 0.00% | – |
| Q2 2023 | $22 | -94.2% | 633 | -94.6% | 0.00% | -100.0% |
| Q1 2023 | $382 | -52.2% | 11,813 | -58.9% | 0.01% | -57.1% |
| Q4 2022 | $800 | -99.8% | 28,776 | +142.8% | 0.01% | +133.3% |
| Q3 2022 | $366,000 | +35.6% | 11,853 | +62.1% | 0.01% | +50.0% |
| Q2 2022 | $270,000 | – | 7,314 | – | 0.00% | – |
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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% |