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 ↓ |
|---|---|---|---|
| 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% |