ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 264 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,664,724 | +1.4% | 49,531 | +7.4% | 0.19% | +0.5% |
| Q2 2023 | $1,642,440 | +2.7% | 46,136 | +1.8% | 0.19% | -7.7% |
| Q1 2023 | $1,599,735 | +18.0% | 45,318 | +8.3% | 0.21% | +4.5% |
| Q4 2022 | $1,355,381 | +19.6% | 41,846 | +2.6% | 0.20% | +8.1% |
| Q3 2022 | $1,133,000 | +6981.2% | 40,793 | +9342.8% | 0.18% | +9150.0% |
| Q1 2022 | $16,000 | -5.9% | 432 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $17,000 | +21.4% | 432 | +14.9% | 0.00% | +50.0% |
| Q3 2021 | $14,000 | – | 376 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,390,721 | $94,147,000 | 10.20% |
| Abundance Wealth Counselors | 724,685 | $28,538,000 | 7.32% |
| Integrity Financial Corp /WA | 239,030 | $9,413,000 | 6.97% |
| Richard P Slaughter Associates Inc | 491,865 | $19,369,000 | 6.85% |
| Richard Bernstein Advisors LLC | 7,391,993 | $291,097,000 | 5.62% |
| Klaas Financial Asset Advisors, LLC | 560,492 | $22,072,000 | 4.98% |
| Evergreen Wealth Solutions, LLC | 129,314 | $5,092,000 | 4.62% |
| MFA WEALTH ADVISORS, LLC | 255,842 | $10,076,000 | 4.26% |
| MBA Advisors LLC | 172,780 | $6,804,000 | 4.22% |
| Retirement Planning Group, LLC | 1,105,361 | $43,529,000 | 4.21% |