ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 233 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Pensionmark Financial Group, LLC | 679,268 | $33,529,000 | 6.96% |
| Probity Advisors, Inc. | 571,859 | $28,227,000 | 5.82% |
| Destiny Wealth Partners, LLC | 456,601 | $22,538,000 | 4.39% |
| Mandatum Life Insurance Co Ltd | 423,075 | $20,883,000 | 3.86% |
| Buffington Mohr McNeal | 343,968 | $16,978,000 | 3.21% |
| DAGCO, INC. | 142,019 | $6,933,000 | 3.14% |
| GDS Wealth Management | 259,910 | $12,741,000 | 2.80% |
| CAMDEN NATIONAL BANK | 305,071 | $15,058,000 | 2.73% |
| Wolff Financial Management LLC | 138,938 | $6,858,000 | 2.72% |
| Curi Wealth Management, LLC | 306,539 | $15,130,000 | 2.62% |