ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 296 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $524,672 | -6.1% | 15,800 | +0.6% | 0.01% | -16.7% |
| Q2 2023 | $558,606 | +407.4% | 15,700 | +406.5% | 0.01% | +500.0% |
| Q1 2023 | $110,081 | +9.1% | 3,100 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $100,936 | -2.5% | 3,100 | -11.4% | 0.00% | 0.0% |
| Q3 2022 | $103,529 | -7.3% | 3,500 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $111,698 | -16.5% | 3,500 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $133,756 | +9.2% | 3,500 | +12.9% | 0.00% | 0.0% |
| Q4 2021 | $122,543 | – | 3,100 | – | 0.00% | – |
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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% |