ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 337 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,929 | -31.2% | 1,069 | -27.1% | 0.00% | – |
| Q2 2023 | $52,225 | +9.3% | 1,467 | +8.4% | 0.00% | – |
| Q1 2023 | $47,761 | +10.8% | 1,353 | +1.7% | 0.00% | – |
| Q4 2022 | $43,111 | -21.6% | 1,331 | -32.3% | 0.00% | – |
| Q3 2022 | $55,000 | +48.6% | 1,966 | +62.5% | 0.00% | – |
| Q2 2022 | $37,000 | -59.3% | 1,210 | -51.2% | 0.00% | – |
| Q1 2022 | $91,000 | -83.3% | 2,479 | -82.1% | 0.00% | -100.0% |
| Q4 2021 | $545,000 | -95.6% | 13,843 | -95.8% | 0.00% | -96.3% |
| Q3 2021 | $12,489,000 | -3.0% | 329,709 | -1.3% | 0.05% | -3.6% |
| Q2 2021 | $12,879,000 | +40146.9% | 334,000 | +38512.7% | 0.06% | – |
| Q1 2021 | $32,000 | -99.8% | 865 | -99.8% | 0.00% | -100.0% |
| Q4 2020 | $15,281,000 | +11.2% | 428,516 | -2.3% | 0.08% | -1.3% |
| Q3 2020 | $13,745,000 | +8.6% | 438,724 | +2.0% | 0.08% | 0.0% |
| Q2 2020 | $12,652,000 | +10.0% | 430,181 | -3.4% | 0.08% | -7.3% |
| Q1 2020 | $11,507,000 | -16.0% | 445,152 | +4.9% | 0.08% | +7.9% |
| Q4 2019 | $13,703,000 | – | 424,384 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,390,721 | $94,147,000 | 10.20% |
| Abundance Wealth Counselors | 724,685 | $28,538,000 | 7.32% |
| Integrity Financial Corp /WA | 239,030 | $9,413,000 | 6.97% |
| Richard P Slaughter Associates Inc | 491,865 | $19,369,000 | 6.85% |
| Richard Bernstein Advisors LLC | 7,391,993 | $291,097,000 | 5.62% |
| Klaas Financial Asset Advisors, LLC | 560,492 | $22,072,000 | 4.98% |
| Evergreen Wealth Solutions, LLC | 129,314 | $5,092,000 | 4.62% |
| MFA WEALTH ADVISORS, LLC | 255,842 | $10,076,000 | 4.26% |
| MBA Advisors LLC | 172,780 | $6,804,000 | 4.22% |
| Retirement Planning Group, LLC | 1,105,361 | $43,529,000 | 4.21% |