ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $568,490 | -5.6% | 16,914 | +0.0% | 0.43% | -5.1% |
| Q2 2023 | $602,042 | +1.0% | 16,911 | +0.1% | 0.46% | -6.0% |
| Q1 2023 | $596,091 | +21.7% | 16,886 | +11.7% | 0.48% | +13.3% |
| Q4 2022 | $489,719 | +25.9% | 15,119 | +7.9% | 0.43% | +16.3% |
| Q3 2022 | $389,000 | -31.8% | 14,009 | -24.0% | 0.37% | -30.1% |
| Q2 2022 | $570,000 | +27.5% | 18,436 | +52.2% | 0.52% | +48.3% |
| Q1 2022 | $447,000 | -77.0% | 12,111 | -75.5% | 0.35% | -77.5% |
| Q4 2021 | $1,944,000 | – | 49,358 | – | 1.58% | – |
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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% |