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 | $7,676,757 | -4.8% | 228,407 | +0.8% | 2.94% | +1.0% |
| Q2 2023 | $8,067,207 | +1.5% | 226,607 | +0.6% | 2.91% | +1.3% |
| Q1 2023 | $7,947,678 | +51.8% | 225,147 | +39.3% | 2.88% | -1.6% |
| Q4 2022 | $5,234,117 | +49.1% | 161,597 | +27.9% | 2.92% | +133.8% |
| Q3 2022 | $3,510,000 | +1.2% | 126,352 | +12.7% | 1.25% | -5.8% |
| Q2 2022 | $3,467,000 | – | 112,089 | – | 1.33% | – |
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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% |