ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 309 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| Abundance Wealth Counselors | 814,143 | $30,840,000 | 18.02% |
| BRR OpCo, LLC | 2,401,368 | $90,964,000 | 10.36% |
| Richard P Slaughter Associates Inc | 414,622 | $15,705,000 | 6.22% |
| TOBIAS FINANCIAL ADVISORS, INC. | 387,162 | $14,666,000 | 5.48% |
| Richard Bernstein Advisors LLC | 7,170,258 | $271,609,000 | 5.48% |
| Klaas Financial Asset Advisors, LLC | 530,229 | $20,085,000 | 4.90% |
| Retirement Planning Group, LLC | 1,087,228 | $41,184,000 | 4.68% |
| MBA Advisors LLC | 161,053 | $6,101,000 | 4.50% |
| Allen Capital Group, LLC | 589,629 | $22,335,000 | 4.48% |
| Insight Wealth Strategies, LLC | 760,574 | $28,811,000 | 4.05% |