ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 153 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,359,164 | +4.4% | 337,970 | +10.6% | 0.02% | +6.7% |
| Q2 2023 | $10,876,180 | +13.7% | 305,511 | +12.8% | 0.02% | +7.1% |
| Q1 2023 | $9,563,938 | +19.8% | 270,932 | +9.9% | 0.01% | +16.7% |
| Q4 2022 | $7,983,382 | +19.4% | 246,476 | +2.4% | 0.01% | +9.1% |
| Q3 2022 | $6,688,000 | -5.7% | 240,737 | +4.9% | 0.01% | 0.0% |
| Q2 2022 | $7,096,000 | -26.7% | 229,437 | -12.7% | 0.01% | -15.4% |
| Q1 2022 | $9,684,000 | +52.8% | 262,676 | +63.3% | 0.01% | +62.5% |
| Q4 2021 | $6,336,000 | +129.6% | 160,887 | +120.7% | 0.01% | +100.0% |
| Q3 2021 | $2,760,000 | +63.0% | 72,887 | +66.0% | 0.00% | +33.3% |
| Q2 2021 | $1,693,000 | +16.8% | 43,906 | +10.5% | 0.00% | +50.0% |
| Q1 2021 | $1,449,000 | -61.5% | 39,741 | -62.3% | 0.00% | -71.4% |
| Q4 2020 | $3,760,000 | +25.0% | 105,462 | +9.9% | 0.01% | +16.7% |
| Q3 2020 | $3,008,000 | +899.3% | 96,001 | +840.0% | 0.01% | +500.0% |
| Q2 2020 | $301,000 | +22.9% | 10,213 | +7.8% | 0.00% | 0.0% |
| Q1 2020 | $245,000 | +10.9% | 9,476 | +37.2% | 0.00% | – |
| Q4 2019 | $221,000 | – | 6,907 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Richard P Slaughter Associates Inc | 464,986 | $14,568,000 | 6.68% |
| Abundance Wealth Counselors | 687,232 | $21,531,000 | 6.20% |
| Epstein & White Financial LLC | 470,088 | $14,715,000 | 5.25% |
| TOBIAS FINANCIAL ADVISORS, INC. | 289,870 | $9,082,000 | 4.98% |
| Richard Bernstein Advisors LLC | 5,311,830 | $166,418,000 | 4.67% |
| Retirement Planning Group, LLC | 898,455 | $28,149,000 | 4.59% |
| Crumly & Associates Inc. | 165,473 | $5,184,000 | 4.43% |
| Adams Chetwood Wealth Management LLC | 132,665 | $4,156,000 | 4.00% |
| Stewardship Advisors, LLC | 246,573 | $7,856,000 | 3.93% |
| Armbruster Capital Management, Inc. | 301,608 | $9,449,000 | 3.63% |