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 | $749 | +2.0% | 22,275 | +8.0% | 0.00% | 0.0% |
| Q2 2023 | $734 | +9.6% | 20,629 | +8.6% | 0.00% | 0.0% |
| Q1 2023 | $670 | -99.7% | 18,990 | +140.0% | 0.00% | +100.0% |
| Q2 2022 | $245,000 | -58.3% | 7,912 | -49.2% | 0.00% | 0.0% |
| Q1 2022 | $588,000 | -2.3% | 15,586 | -0.2% | 0.00% | 0.0% |
| Q4 2021 | $602,000 | +39.4% | 15,622 | +37.1% | 0.00% | 0.0% |
| Q3 2021 | $432,000 | -28.2% | 11,395 | -27.1% | 0.00% | 0.0% |
| Q2 2021 | $602,000 | -97.2% | 15,622 | -97.3% | 0.00% | -97.9% |
| Q1 2021 | $21,217,000 | – | 582,252 | – | 0.05% | – |
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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% |