ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,853,655 | +9.7% | 333,856 | +22.2% | 8.33% | +9.3% |
| Q2 2023 | $9,891,916 | +8.7% | 273,182 | +8.3% | 7.62% | -1.7% |
| Q1 2023 | $9,102,961 | +39.6% | 252,229 | +25.3% | 7.75% | +23.3% |
| Q4 2022 | $6,521,773 | +129.4% | 201,351 | +108.0% | 6.29% | +103.4% |
| Q3 2022 | $2,843,000 | +499.8% | 96,792 | +562.2% | 3.09% | +534.7% |
| Q2 2022 | $474,000 | – | 14,617 | – | 0.49% | – |
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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% |