ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 372 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,390,721 | $94,147,000 | 10.20% |
| Abundance Wealth Counselors | 724,685 | $28,538,000 | 7.32% |
| Integrity Financial Corp /WA | 239,030 | $9,413,000 | 6.97% |
| Richard P Slaughter Associates Inc | 491,865 | $19,369,000 | 6.85% |
| Richard Bernstein Advisors LLC | 7,391,993 | $291,097,000 | 5.62% |
| Klaas Financial Asset Advisors, LLC | 560,492 | $22,072,000 | 4.98% |
| Evergreen Wealth Solutions, LLC | 129,314 | $5,092,000 | 4.62% |
| MFA WEALTH ADVISORS, LLC | 255,842 | $10,076,000 | 4.26% |
| MBA Advisors LLC | 172,780 | $6,804,000 | 4.22% |
| Retirement Planning Group, LLC | 1,105,361 | $43,529,000 | 4.21% |