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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $228,000 | -3.0% | 4,613 | +0.2% | 0.14% | +0.7% |
| Q4 2021 | $235,000 | -12.0% | 4,602 | -10.9% | 0.13% | -16.2% |
| Q3 2021 | $267,000 | 0.0% | 5,164 | +0.4% | 0.16% | -1.2% |
| Q2 2021 | $267,000 | +0.8% | 5,145 | +0.4% | 0.16% | -3.6% |
| Q1 2021 | $265,000 | -0.7% | 5,125 | +0.3% | 0.17% | -5.1% |
| Q4 2020 | $267,000 | -38.9% | 5,109 | -39.1% | 0.18% | -47.0% |
| Q3 2020 | $437,000 | +0.7% | 8,383 | +0.6% | 0.33% | -4.0% |
| Q2 2020 | $434,000 | +4.6% | 8,336 | +0.7% | 0.35% | -9.4% |
| Q1 2020 | $415,000 | -1.4% | 8,282 | +0.4% | 0.38% | +18.5% |
| Q4 2019 | $421,000 | +0.7% | 8,245 | +1.0% | 0.32% | -2.4% |
| Q3 2019 | $418,000 | +1.2% | 8,165 | +0.7% | 0.33% | +0.9% |
| Q2 2019 | $413,000 | +1.7% | 8,106 | +0.7% | 0.33% | -0.9% |
| Q1 2019 | $406,000 | +2.3% | 8,048 | +0.5% | 0.33% | -5.9% |
| Q4 2018 | $397,000 | +0.8% | 8,008 | +0.9% | 0.35% | +9.6% |
| Q3 2018 | $394,000 | +0.8% | 7,934 | +0.6% | 0.32% | -2.4% |
| Q2 2018 | $391,000 | -22.4% | 7,883 | -22.2% | 0.33% | -20.7% |
| Q1 2018 | $504,000 | -0.6% | 10,126 | +0.4% | 0.42% | -0.7% |
| Q4 2017 | $507,000 | 0.0% | 10,089 | +0.6% | 0.42% | -2.8% |
| Q3 2017 | $507,000 | +0.6% | 10,025 | +0.5% | 0.43% | -6.3% |
| Q2 2017 | $504,000 | +0.8% | 9,974 | +0.5% | 0.46% | -4.0% |
| Q1 2017 | $500,000 | – | 9,924 | – | 0.48% | – |
Download | ||||||
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% |