ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 337 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $22,687 | -5.6% | 675 | 0.0% | 0.01% | -14.3% |
Q2 2023 | $24,030 | +0.8% | 675 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $23,828 | +7.8% | 675 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $22,100 | +11.8% | 675 | 0.0% | 0.01% | +16.7% |
Q3 2022 | $19,764 | -5.3% | 675 | 0.0% | 0.01% | -14.3% |
Q2 2022 | $20,878 | -16.1% | 675 | 0.0% | 0.01% | -12.5% |
Q1 2022 | $24,887 | -6.4% | 675 | 0.0% | 0.01% | -11.1% |
Q4 2021 | $26,595 | -1.0% | 675 | 0.0% | 0.01% | -10.0% |
Q3 2021 | $26,852 | – | 675 | – | 0.01% | – |
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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% |