ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 352 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| 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% |