ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 116 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $449,643 | -6.0% | 16,186 | +4.6% | 0.02% | -5.0% |
| Q2 2022 | $478,505 | -21.4% | 15,471 | -6.3% | 0.02% | -4.8% |
| Q1 2022 | $608,724 | +45.4% | 16,510 | +55.3% | 0.02% | +50.0% |
| Q4 2021 | $418,570 | +26.0% | 10,629 | +21.2% | 0.01% | +16.7% |
| Q3 2021 | $332,283 | +77.7% | 8,772 | +80.9% | 0.01% | +71.4% |
| Q2 2021 | $186,977 | +160.9% | 4,849 | +146.5% | 0.01% | +133.3% |
| Q1 2021 | $71,677 | +428.4% | 1,967 | +354.3% | 0.00% | +200.0% |
| Q3 2020 | $13,566 | +6.5% | 433 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,735 | -40.9% | 433 | -48.0% | 0.00% | -50.0% |
| Q1 2020 | $21,533 | -19.9% | 833 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $26,898 | +8.8% | 833 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $24,723 | -1.7% | 833 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $25,148 | +115.5% | 833 | +108.2% | 0.00% | +100.0% |
| Q1 2019 | $11,668 | +13.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $10,324 | -12.7% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $11,820 | +2.8% | 400 | 0.0% | 0.00% | -50.0% |
| Q2 2018 | $11,500 | -1.8% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $11,712 | -1.2% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $11,860 | – | 400 | – | 0.00% | – |
Download | ||||||
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% |