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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,585,553 | $79,971,000 | 9.50% |
| Integrity Financial Corp /WA | 245,298 | $7,587,000 | 7.21% |
| Retirement Planning Group, LLC | 1,789,103 | $55,337,000 | 6.83% |
| Richard P Slaughter Associates Inc | 492,075 | $15,219,000 | 6.68% |
| Allen Capital Group, LLC | 849,757 | $26,283,000 | 5.33% |
| Richard Bernstein Advisors LLC | 7,712,137 | $238,536,000 | 5.18% |
| Klaas Financial Asset Advisors, LLC | 644,159 | $19,924,000 | 4.94% |
| Abundance Wealth Counselors | 539,400 | $16,684,000 | 4.52% |
| MBA Advisors LLC | 201,015 | $6,217,000 | 4.27% |
| STRINGER ASSET MANAGEMENT, LLC | 63,220 | $1,955,000 | 4.19% |