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 | $33,610 | -74.5% | 1,000 | -73.0% | 0.00% | -75.0% |
| Q2 2023 | $131,613 | -87.5% | 3,697 | -87.6% | 0.01% | -87.6% |
| Q1 2023 | $1,053,034 | +0.9% | 29,831 | -7.4% | 0.10% | +1.0% |
| Q4 2022 | $1,043,184 | +16.6% | 32,207 | 0.0% | 0.10% | +7.9% |
| Q3 2022 | $895,000 | -15.8% | 32,207 | -6.2% | 0.09% | -11.0% |
| Q2 2022 | $1,063,000 | +0.5% | 34,352 | +19.7% | 0.10% | +19.0% |
| Q1 2022 | $1,058,000 | +739.7% | 28,688 | +799.6% | 0.08% | +740.0% |
| Q4 2021 | $126,000 | – | 3,189 | – | 0.01% | – |
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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% |