ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 337 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,999 | -5.7% | 7,468 | -0.2% | 0.01% | 0.0% |
| Q2 2023 | $266,288 | -9.4% | 7,480 | -10.2% | 0.01% | -16.7% |
| Q1 2023 | $293,873 | +10.5% | 8,325 | +1.4% | 0.01% | 0.0% |
| Q4 2022 | $265,890 | +13.1% | 8,209 | +29.0% | 0.01% | +50.0% |
| Q1 2022 | $235,000 | -6.4% | 6,365 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $251,000 | +4.1% | 6,365 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $241,000 | +6.2% | 6,365 | +8.3% | 0.00% | 0.0% |
| Q2 2021 | $227,000 | +6.1% | 5,875 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $214,000 | +1.9% | 5,875 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $210,000 | – | 5,875 | – | 0.00% | – |
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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% |