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 | $52,062 | +99.5% | 1,549 | +111.3% | 0.00% | – |
| Q2 2023 | $26,095 | +0.9% | 733 | 0.0% | 0.00% | – |
| Q1 2023 | $25,875 | -65.1% | 733 | -68.0% | 0.00% | – |
| Q4 2022 | $74,205 | -38.7% | 2,291 | -47.2% | 0.00% | – |
| Q3 2022 | $121,000 | +92.1% | 4,341 | +113.5% | 0.00% | – |
| Q2 2022 | $63,000 | -23.2% | 2,033 | -9.0% | 0.00% | – |
| Q1 2022 | $82,000 | -13.7% | 2,233 | -7.3% | 0.00% | – |
| Q4 2021 | $95,000 | +313.0% | 2,409 | +285.4% | 0.00% | – |
| Q3 2021 | $23,000 | -4.2% | 625 | 0.0% | 0.00% | – |
| Q2 2021 | $24,000 | +4.3% | 625 | 0.0% | 0.00% | – |
| Q1 2021 | $23,000 | +27.8% | 625 | +23.5% | 0.00% | – |
| Q4 2020 | $18,000 | -57.1% | 506 | -61.5% | 0.00% | – |
| Q4 2019 | $42,000 | -4.5% | 1,313 | -11.3% | 0.00% | – |
| Q3 2019 | $44,000 | -24.1% | 1,481 | -22.5% | 0.00% | – |
| Q2 2019 | $58,000 | +34.9% | 1,910 | +29.0% | 0.00% | – |
| Q1 2019 | $43,000 | -2.3% | 1,481 | -13.0% | 0.00% | – |
| Q4 2018 | $44,000 | +29.4% | 1,703 | +46.9% | 0.00% | – |
| Q3 2018 | $34,000 | – | 1,159 | – | 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% |