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 | $3,668,229 | -5.9% | 109,141 | -0.4% | 0.12% | -10.3% |
| Q2 2023 | $3,899,197 | +2.7% | 109,528 | +1.8% | 0.14% | 0.0% |
| Q1 2023 | $3,797,468 | +8.9% | 107,577 | -0.1% | 0.14% | +2.3% |
| Q4 2022 | $3,488,468 | +5.0% | 107,702 | -10.0% | 0.13% | -2.9% |
| Q3 2022 | $3,323,000 | +1.4% | 119,604 | +12.8% | 0.14% | +6.2% |
| Q2 2022 | $3,278,000 | -17.2% | 105,993 | -1.3% | 0.13% | -3.0% |
| Q1 2022 | $3,958,000 | – | 107,344 | – | 0.13% | – |
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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% |