ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 234 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $204,000 | -22.4% | 4,309 | -20.6% | 0.02% | -21.1% |
Q2 2022 | $263,000 | -4.7% | 5,426 | -2.9% | 0.02% | +18.8% |
Q1 2022 | $276,000 | -4.5% | 5,590 | -1.4% | 0.02% | 0.0% |
Q4 2021 | $289,000 | -3.3% | 5,669 | -1.9% | 0.02% | -15.8% |
Q3 2021 | $299,000 | -2.3% | 5,780 | -2.1% | 0.02% | +5.6% |
Q2 2021 | $306,000 | -5.0% | 5,901 | -5.3% | 0.02% | -14.3% |
Q1 2021 | $322,000 | -4.2% | 6,228 | -3.1% | 0.02% | -12.5% |
Q4 2020 | $336,000 | +2.1% | 6,427 | +1.8% | 0.02% | -11.1% |
Q3 2020 | $329,000 | -2.1% | 6,311 | -2.2% | 0.03% | -18.2% |
Q2 2020 | $336,000 | -56.6% | 6,456 | -58.2% | 0.03% | -62.9% |
Q1 2020 | $775,000 | -55.5% | 15,451 | -54.8% | 0.09% | -50.3% |
Q4 2019 | $1,743,000 | +3.9% | 34,153 | +4.1% | 0.18% | -6.8% |
Q3 2019 | $1,677,000 | +35.1% | 32,796 | +34.7% | 0.19% | +32.4% |
Q2 2019 | $1,241,000 | -11.7% | 24,341 | -12.6% | 0.14% | -17.1% |
Q1 2019 | $1,406,000 | +4.5% | 27,860 | +2.6% | 0.18% | +19.0% |
Q4 2018 | $1,345,000 | -2.9% | 27,161 | -2.6% | 0.15% | +16.7% |
Q3 2018 | $1,385,000 | +19.2% | 27,883 | +19.1% | 0.13% | +15.6% |
Q2 2018 | $1,162,000 | +23.5% | 23,410 | +23.8% | 0.11% | +22.5% |
Q1 2018 | $941,000 | +51.5% | 18,910 | +53.1% | 0.09% | +56.1% |
Q4 2017 | $621,000 | +15.2% | 12,348 | +16.1% | 0.06% | +14.0% |
Q3 2017 | $539,000 | +4.7% | 10,640 | +4.4% | 0.05% | +6.4% |
Q2 2017 | $515,000 | +36.2% | 10,187 | +35.7% | 0.05% | +38.2% |
Q1 2017 | $378,000 | – | 7,507 | – | 0.03% | – |
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% |