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 | $1,327 | -5.6% | 39,495 | 0.0% | 0.12% | -8.2% |
| Q2 2023 | $1,406 | +0.9% | 39,495 | 0.0% | 0.13% | -9.5% |
| Q1 2023 | $1,394 | +8.9% | 39,495 | 0.0% | 0.15% | +34.5% |
| Q4 2022 | $1,280 | -99.9% | 39,495 | 0.0% | 0.11% | -39.9% |
| Q3 2022 | $1,099,000 | -10.1% | 39,495 | 0.0% | 0.18% | +14.4% |
| Q2 2022 | $1,223,000 | -16.0% | 39,495 | 0.0% | 0.16% | -0.6% |
| Q1 2022 | $1,456,000 | -6.4% | 39,495 | 0.0% | 0.16% | -16.1% |
| Q4 2021 | $1,556,000 | +3.9% | 39,495 | 0.0% | 0.19% | -4.5% |
| Q3 2021 | $1,498,000 | -1.6% | 39,495 | 0.0% | 0.20% | -10.7% |
| Q2 2021 | $1,522,000 | – | 39,495 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,390,721 | $94,147,000 | 10.20% |
| Abundance Wealth Counselors | 724,685 | $28,538,000 | 7.32% |
| Integrity Financial Corp /WA | 239,030 | $9,413,000 | 6.97% |
| Richard P Slaughter Associates Inc | 491,865 | $19,369,000 | 6.85% |
| Richard Bernstein Advisors LLC | 7,391,993 | $291,097,000 | 5.62% |
| Klaas Financial Asset Advisors, LLC | 560,492 | $22,072,000 | 4.98% |
| Evergreen Wealth Solutions, LLC | 129,314 | $5,092,000 | 4.62% |
| MFA WEALTH ADVISORS, LLC | 255,842 | $10,076,000 | 4.26% |
| MBA Advisors LLC | 172,780 | $6,804,000 | 4.22% |
| Retirement Planning Group, LLC | 1,105,361 | $43,529,000 | 4.21% |