ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,067,564 | -2.3% | 32,516 | +5.5% | 0.00% | 0.0% |
| Q2 2023 | $1,093,041 | +7.0% | 30,811 | +6.5% | 0.00% | -33.3% |
| Q1 2023 | $1,021,675 | +14.5% | 28,936 | +5.0% | 0.00% | +50.0% |
| Q4 2022 | $892,464 | +28.6% | 27,561 | +9.5% | 0.00% | -50.0% |
| Q3 2022 | $694,000 | -4.9% | 25,161 | +6.5% | 0.00% | +33.3% |
| Q2 2022 | $730,000 | -3.9% | 23,636 | +10.4% | 0.00% | +50.0% |
| Q1 2022 | $760,000 | +2.3% | 21,411 | +13.5% | 0.00% | -33.3% |
| Q4 2021 | $743,000 | – | 18,861 | – | 0.00% | – |
Download | ||||||
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% |