ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 264 filers reported holding ISHARES TR in Q3 2021. 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 ↓ |
|---|---|---|---|
| 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% |