ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 372 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,607,118 | -12.2% | 226,335 | -7.0% | 1.70% | -11.4% |
| Q2 2023 | $8,665,588 | -2.0% | 243,415 | -2.8% | 1.92% | -7.0% |
| Q1 2023 | $8,839,950 | +12.8% | 250,423 | +3.5% | 2.07% | +5.9% |
| Q4 2022 | $7,837,949 | +33.9% | 241,987 | +14.9% | 1.95% | +7.4% |
| Q3 2022 | $5,852,000 | -13.1% | 210,654 | -3.2% | 1.82% | -12.0% |
| Q2 2022 | $6,731,000 | -19.5% | 217,614 | +2.5% | 2.06% | -9.9% |
| Q4 2021 | $8,359,000 | +14.6% | 212,266 | +10.2% | 2.29% | +6.2% |
| Q3 2021 | $7,294,000 | – | 192,549 | – | 2.16% | – |
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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% |