ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 372 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,332 | -14.4% | 1,081 | -9.3% | 0.00% | – |
| Q2 2023 | $42,435 | +55.1% | 1,192 | +53.8% | 0.00% | – |
| Q1 2023 | $27,352 | +25.7% | 775 | +15.3% | 0.00% | – |
| Q4 2022 | $21,761 | -51.6% | 672 | -58.5% | 0.00% | – |
| Q3 2022 | $45,000 | +12.5% | 1,619 | +26.2% | 0.00% | – |
| Q2 2022 | $40,000 | +2.6% | 1,283 | +20.6% | 0.00% | – |
| Q1 2022 | $39,000 | -7.1% | 1,064 | 0.0% | 0.00% | – |
| Q4 2021 | $42,000 | +5.0% | 1,064 | 0.0% | 0.00% | – |
| Q3 2021 | $40,000 | -2.4% | 1,064 | 0.0% | 0.00% | – |
| Q2 2021 | $41,000 | +5.1% | 1,064 | 0.0% | 0.00% | – |
| Q1 2021 | $39,000 | +5.4% | 1,064 | +2.4% | 0.00% | – |
| Q4 2020 | $37,000 | +12.1% | 1,039 | 0.0% | 0.00% | – |
| Q3 2020 | $33,000 | +6.5% | 1,039 | 0.0% | 0.00% | – |
| Q2 2020 | $31,000 | +14.8% | 1,039 | 0.0% | 0.00% | – |
| Q1 2020 | $27,000 | +17.4% | 1,039 | +43.7% | 0.00% | – |
| Q4 2019 | $23,000 | +43.8% | 723 | +35.4% | 0.00% | – |
| Q3 2019 | $16,000 | 0.0% | 534 | 0.0% | 0.00% | – |
| Q2 2019 | $16,000 | 0.0% | 534 | 0.0% | 0.00% | – |
| Q1 2019 | $16,000 | – | 534 | – | 0.00% | – |
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% |