ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 226 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,843,245 | -9.2% | 38,465 | -8.6% | 0.33% | -8.6% |
| Q2 2023 | $2,029,355 | -0.9% | 42,094 | -0.4% | 0.36% | -9.8% |
| Q1 2023 | $2,048,280 | -1.9% | 42,250 | -3.2% | 0.40% | -9.9% |
| Q4 2022 | $2,088,597 | -7.7% | 43,640 | -8.5% | 0.44% | -18.0% |
| Q3 2022 | $2,264,000 | -18.2% | 47,701 | -16.4% | 0.54% | -18.1% |
| Q2 2022 | $2,769,000 | -9.0% | 57,058 | -7.5% | 0.66% | +8.0% |
| Q1 2022 | $3,043,000 | -5.3% | 61,669 | -2.0% | 0.61% | -5.1% |
| Q4 2021 | $3,215,000 | -1.7% | 62,950 | -0.4% | 0.64% | -36.5% |
| Q3 2021 | $3,272,000 | +2.1% | 63,180 | +2.3% | 1.01% | +7.1% |
| Q2 2021 | $3,205,000 | +43.7% | 61,734 | +44.5% | 0.94% | +8.0% |
| Q4 2020 | $2,230,000 | +39.2% | 42,726 | +39.2% | 0.88% | +4.3% |
| Q3 2020 | $1,602,000 | +136.6% | 30,699 | +136.4% | 0.84% | +77.8% |
| Q2 2020 | $677,000 | – | 12,987 | – | 0.47% | – |
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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% |