ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $243,851 | +20.8% | 6,907 | +10.9% | 0.01% | 0.0% |
| Q4 2022 | $201,789 | -35.3% | 6,229 | -26.3% | 0.01% | -16.7% |
| Q1 2022 | $312,000 | -9.8% | 8,452 | -3.8% | 0.01% | -14.3% |
| Q4 2021 | $346,000 | +16.5% | 8,783 | +11.9% | 0.01% | 0.0% |
| Q3 2021 | $297,000 | -2.6% | 7,852 | -1.0% | 0.01% | 0.0% |
| Q2 2021 | $305,000 | -2.6% | 7,931 | -7.8% | 0.01% | -12.5% |
| Q1 2021 | $313,000 | +37.3% | 8,598 | +34.3% | 0.01% | +33.3% |
| Q4 2020 | $228,000 | – | 6,404 | – | 0.01% | – |
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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% |