ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 296 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $803 | +6.2% | 23,899 | +12.6% | 0.07% | +6.1% |
| Q2 2023 | $756 | -5.7% | 21,228 | -6.6% | 0.07% | +3.1% |
| Q1 2023 | $802 | +12.5% | 22,717 | +3.2% | 0.06% | -4.5% |
| Q4 2022 | $713 | -99.9% | 22,022 | -2.6% | 0.07% | +9.8% |
| Q3 2022 | $628,000 | +25.9% | 22,607 | +40.3% | 0.06% | +24.5% |
| Q2 2022 | $499,000 | -0.2% | 16,118 | +19.0% | 0.05% | +25.6% |
| Q1 2022 | $500,000 | +10.9% | 13,550 | +18.3% | 0.04% | +14.7% |
| Q4 2021 | $451,000 | +68.3% | 11,451 | +61.9% | 0.03% | +54.5% |
| Q3 2021 | $268,000 | +7.6% | 7,075 | +9.7% | 0.02% | +4.8% |
| Q2 2021 | $249,000 | +25.8% | 6,450 | +18.6% | 0.02% | +5.0% |
| Q1 2021 | $198,000 | -5.3% | 5,438 | -7.2% | 0.02% | -9.1% |
| Q4 2020 | $209,000 | -32.1% | 5,857 | -40.5% | 0.02% | -48.8% |
| Q3 2020 | $308,000 | -82.3% | 9,836 | -83.4% | 0.04% | -83.3% |
| Q2 2020 | $1,739,000 | -8.7% | 59,137 | -19.8% | 0.26% | -32.5% |
| Q1 2020 | $1,905,000 | -23.8% | 73,706 | -4.8% | 0.38% | +8.9% |
| Q4 2019 | $2,500,000 | +9.4% | 77,409 | +0.5% | 0.35% | -2.2% |
| Q3 2019 | $2,286,000 | +1.7% | 77,013 | +3.4% | 0.36% | +1.1% |
| Q2 2019 | $2,248,000 | -96.8% | 74,455 | +3526.6% | 0.35% | -14.5% |
| Q1 2019 | $70,364,000 | +108152.3% | 2,053 | +22.1% | 0.41% | -11.3% |
| Q4 2018 | $65,000 | -96.6% | 1,681 | +2526.6% | 0.47% | +37.0% |
| Q3 2018 | $1,885,000 | +17.8% | 64 | -99.9% | 0.34% | +54.3% |
| Q2 2018 | $1,600,000 | +28.3% | 55,661 | +30.7% | 0.22% | -24.6% |
| Q1 2018 | $1,247,000 | – | 42,572 | – | 0.29% | – |
Download | ||||||
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% |