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% | – |
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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% |