ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 209 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $313,983 | -0.4% | 6,542 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $315,390 | -22.0% | 6,542 | -21.6% | 0.00% | -33.3% |
| Q1 2023 | $404,420 | +101258.4% | 8,342 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $399 | -99.9% | 8,342 | -17.6% | 0.00% | -25.0% |
| Q3 2022 | $480,000 | -17.5% | 10,127 | -15.6% | 0.00% | 0.0% |
| Q2 2022 | $582,000 | -21.6% | 12,002 | -20.1% | 0.00% | -20.0% |
| Q1 2022 | $742,000 | -8.7% | 15,027 | -5.7% | 0.01% | 0.0% |
| Q4 2021 | $813,000 | -13.5% | 15,927 | -12.5% | 0.01% | -16.7% |
| Q3 2021 | $940,000 | -6.9% | 18,197 | -6.6% | 0.01% | -33.3% |
| Q2 2021 | $1,010,000 | +38.5% | 19,493 | +38.4% | 0.01% | +28.6% |
| Q1 2021 | $729,000 | +58.1% | 14,083 | +59.5% | 0.01% | +40.0% |
| Q4 2020 | $461,000 | +32.1% | 8,828 | +29.0% | 0.01% | +25.0% |
| Q2 2019 | $349,000 | -8.4% | 6,842 | -9.4% | 0.00% | 0.0% |
| Q1 2019 | $381,000 | – | 7,550 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advocacy Wealth Management Services, LLC | 2,170,462 | $104,171,334 | 11.59% |
| Pensionmark Financial Group, LLC | 752,903 | $36,135,595 | 7.16% |
| Probity Advisors, Inc. | 594,531 | $28,534,524 | 6.58% |
| Wiser Wealth Management, Inc | 292,044 | $14,016,645 | 5.70% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 132,897 | $6,378,402 | 4.46% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 248,563 | $11,929,789 | 3.90% |
| River Wealth Advisors LLC | 354,876 | $17,032,260 | 3.05% |
| Global Wealth Management Investment Advisory, Inc. | 223,687 | $10,735,857 | 3.01% |
| Coombe, Bender & Co LLC | 75,947 | $3,645,077 | 2.74% |
| DecisionPoint Financial, LLC | 103,399 | $4,962,636 | 2.60% |