ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 309 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $990,135 | -7.6% | 29,460 | -2.1% | 0.05% | -5.7% |
| Q2 2023 | $1,071,256 | +0.1% | 30,091 | -0.8% | 0.05% | -8.6% |
| Q1 2023 | $1,070,312 | +52.0% | 30,320 | +39.4% | 0.06% | +34.9% |
| Q4 2022 | $704,368 | +21.7% | 21,746 | +16.2% | 0.04% | +10.3% |
| Q3 2022 | $579,000 | 0.0% | 18,717 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $579,000 | -19.0% | 18,717 | +3.1% | 0.04% | -9.3% |
| Q4 2021 | $715,000 | +102.5% | 18,162 | +95.0% | 0.04% | +290.9% |
| Q3 2021 | $353,000 | +28.4% | 9,313 | +30.7% | 0.01% | +22.2% |
| Q2 2021 | $275,000 | +73.0% | 7,125 | +63.0% | 0.01% | +50.0% |
| Q1 2021 | $159,000 | – | 4,371 | – | 0.01% | – |
Download | ||||||
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% |