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 | $139,683 | -0.9% | 4,156 | +5.0% | 0.02% | -13.8% |
| Q2 2023 | $140,905 | -17.3% | 3,958 | -18.0% | 0.03% | -23.7% |
| Q1 2023 | $170,358 | +9.0% | 4,826 | 0.0% | 0.04% | +2.7% |
| Q4 2022 | $156,314 | +16.7% | 4,826 | 0.0% | 0.04% | -43.1% |
| Q3 2022 | $134,000 | -10.1% | 4,826 | 0.0% | 0.06% | -7.1% |
| Q2 2022 | $149,000 | -16.3% | 4,826 | 0.0% | 0.07% | -9.1% |
| Q1 2022 | $178,000 | -6.3% | 4,826 | 0.0% | 0.08% | +4.1% |
| Q4 2021 | $190,000 | +3.8% | 4,826 | 0.0% | 0.07% | -30.8% |
| Q3 2021 | $183,000 | -1.6% | 4,826 | 0.0% | 0.11% | +0.9% |
| Q2 2021 | $186,000 | +5.7% | 4,826 | 0.0% | 0.11% | +5.0% |
| Q1 2021 | $176,000 | +2.3% | 4,826 | 0.0% | 0.10% | -19.8% |
| Q4 2020 | $172,000 | – | 4,826 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Richard P Slaughter Associates Inc | 464,986 | $14,568,000 | 6.68% |
| Abundance Wealth Counselors | 687,232 | $21,531,000 | 6.20% |
| Epstein & White Financial LLC | 470,088 | $14,715,000 | 5.25% |
| TOBIAS FINANCIAL ADVISORS, INC. | 289,870 | $9,082,000 | 4.98% |
| Richard Bernstein Advisors LLC | 5,311,830 | $166,418,000 | 4.67% |
| Retirement Planning Group, LLC | 898,455 | $28,149,000 | 4.59% |
| Crumly & Associates Inc. | 165,473 | $5,184,000 | 4.43% |
| Adams Chetwood Wealth Management LLC | 132,665 | $4,156,000 | 4.00% |
| Stewardship Advisors, LLC | 246,573 | $7,856,000 | 3.93% |
| Armbruster Capital Management, Inc. | 301,608 | $9,449,000 | 3.63% |