ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 375 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Richard P Slaughter Associates Inc | 538,516 | $15,838,000 | 6.88% |
| Abundance Wealth Counselors | 675,678 | $19,872,000 | 6.04% |
| TOBIAS FINANCIAL ADVISORS, INC. | 276,493 | $8,132,000 | 4.78% |
| Crumly & Associates Inc. | 169,592 | $4,988,000 | 4.67% |
| Richard Bernstein Advisors LLC | 4,770,451 | $140,298,000 | 4.39% |
| Epstein & White Financial LLC | 370,701 | $10,869,000 | 4.12% |
| Adams Chetwood Wealth Management LLC | 131,402 | $3,865,000 | 3.93% |
| Ackerman Capital Advisors, LLC | 413,897 | $12,173,000 | 3.65% |
| Armbruster Capital Management, Inc. | 299,308 | $8,803,000 | 3.53% |
| Wade Financial Advisory, Inc | 124,283 | $3,655,000 | 3.16% |