ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 372 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,585,553 | $79,971,000 | 9.50% |
| Integrity Financial Corp /WA | 245,298 | $7,587,000 | 7.21% |
| Retirement Planning Group, LLC | 1,789,103 | $55,337,000 | 6.83% |
| Richard P Slaughter Associates Inc | 492,075 | $15,219,000 | 6.68% |
| Allen Capital Group, LLC | 849,757 | $26,283,000 | 5.33% |
| Richard Bernstein Advisors LLC | 7,712,137 | $238,536,000 | 5.18% |
| Klaas Financial Asset Advisors, LLC | 644,159 | $19,924,000 | 4.94% |
| Abundance Wealth Counselors | 539,400 | $16,684,000 | 4.52% |
| MBA Advisors LLC | 201,015 | $6,217,000 | 4.27% |
| STRINGER ASSET MANAGEMENT, LLC | 63,220 | $1,955,000 | 4.19% |