ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 352 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| 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% |