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 | $416,995 | -3.1% | 12,407 | +2.6% | 0.02% | 0.0% |
| Q2 2023 | $430,399 | +1.9% | 12,090 | +1.1% | 0.02% | 0.0% |
| Q1 2023 | $422,223 | +130215.7% | 11,961 | +19.5% | 0.02% | -11.1% |
| Q4 2022 | $324 | -99.9% | 10,011 | -28.9% | 0.02% | -25.0% |
| Q3 2022 | $391,000 | +25.7% | 14,082 | +40.1% | 0.02% | +84.6% |
| Q2 2022 | $311,000 | +51.7% | 10,052 | +80.7% | 0.01% | +160.0% |
| Q1 2022 | $205,000 | +24.2% | 5,563 | +32.7% | 0.01% | +25.0% |
| Q4 2021 | $165,000 | +5.1% | 4,191 | +1.0% | 0.00% | 0.0% |
| Q3 2021 | $157,000 | -1.9% | 4,151 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $160,000 | +201.9% | 4,151 | +186.1% | 0.00% | +300.0% |
| Q1 2021 | $53,000 | – | 1,451 | – | 0.00% | – |
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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% |