ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 309 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,757,117 | -4.1% | 230,798 | +1.6% | 5.86% | -0.4% |
| Q2 2023 | $8,085,788 | -4.9% | 227,129 | -5.7% | 5.89% | -14.4% |
| Q1 2023 | $8,506,603 | +10.3% | 240,980 | +1.2% | 6.88% | -5.9% |
| Q4 2022 | $7,710,441 | +15.9% | 238,050 | -0.6% | 7.31% | +4.8% |
| Q3 2022 | $6,651,000 | -12.3% | 239,422 | -2.4% | 6.97% | -3.3% |
| Q2 2022 | $7,587,000 | -14.8% | 245,298 | +1.5% | 7.21% | -1.3% |
| Q1 2022 | $8,909,000 | -5.4% | 241,624 | +1.1% | 7.30% | +4.7% |
| Q4 2021 | $9,413,000 | – | 239,030 | – | 6.97% | – |
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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% |