ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $323,798 | -58.4% | 9,634 | -55.9% | 0.01% | -59.1% |
| Q2 2023 | $777,753 | -1.5% | 21,847 | -2.4% | 0.02% | -8.3% |
| Q1 2023 | $789,802 | +165130.5% | 22,374 | +51.6% | 0.02% | +60.0% |
| Q4 2022 | $478 | -100.0% | 14,758 | -81.8% | 0.02% | -61.5% |
| Q3 2022 | $1,130,129 | -13.5% | 81,266 | +92.2% | 0.04% | -11.4% |
| Q2 2022 | $1,307,000 | -13.1% | 42,285 | +3.7% | 0.04% | -21.4% |
| Q1 2022 | $1,504,000 | – | 40,789 | – | 0.06% | – |
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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% |