ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 37 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $136,134 | -55.9% | 4,050 | -53.3% | 0.00% | – |
| Q2 2023 | $308,915 | +125.8% | 8,677 | +123.9% | 0.00% | – |
| Q1 2023 | $136,836 | -26.2% | 3,876 | -32.3% | 0.00% | – |
| Q4 2022 | $185,465 | +42.7% | 5,726 | +22.6% | 0.00% | – |
| Q3 2022 | $130,000 | -24.9% | 4,671 | -16.6% | 0.00% | – |
| Q2 2022 | $173,000 | -41.0% | 5,603 | -29.5% | 0.00% | – |
| Q1 2022 | $293,000 | 0.0% | 7,951 | +6.9% | 0.00% | – |
| Q4 2021 | $293,000 | +196.0% | 7,436 | +184.8% | 0.00% | – |
| Q3 2021 | $99,000 | +98.0% | 2,611 | +101.9% | 0.00% | – |
| Q2 2021 | $50,000 | -73.0% | 1,293 | -74.6% | 0.00% | – |
| Q1 2021 | $185,000 | +16.4% | 5,086 | +13.9% | 0.00% | – |
| Q4 2020 | $159,000 | +71.0% | 4,464 | +50.2% | 0.00% | – |
| Q3 2020 | $93,000 | -18.4% | 2,972 | -23.0% | 0.00% | – |
| Q2 2020 | $114,000 | +14.0% | 3,861 | 0.0% | 0.00% | – |
| Q1 2020 | $100,000 | +66.7% | 3,861 | +107.0% | 0.00% | – |
| Q4 2019 | $60,000 | -32.6% | 1,865 | -37.9% | 0.00% | – |
| Q3 2019 | $89,000 | -59.9% | 3,001 | -59.3% | 0.00% | – |
| Q2 2019 | $222,000 | +11000.0% | 7,369 | +8672.6% | 0.00% | – |
| Q4 2018 | $2,000 | – | 84 | – | 0.00% | – |
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% |