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 2022 | $46,658,000 | -16.4% | 984,340 | -14.5% | 0.06% | -13.0% |
| Q2 2022 | $55,807,000 | -20.8% | 1,151,619 | -19.4% | 0.07% | -4.2% |
| Q1 2022 | $70,493,000 | +86.3% | 1,428,141 | +92.7% | 0.07% | +94.6% |
| Q4 2021 | $37,839,000 | +100.9% | 741,205 | +103.4% | 0.04% | +85.0% |
| Q3 2021 | $18,831,000 | +2.7% | 364,385 | +3.0% | 0.02% | 0.0% |
| Q2 2021 | $18,332,000 | -25.4% | 353,687 | -25.4% | 0.02% | -33.3% |
| Q1 2021 | $24,559,000 | -15.5% | 474,291 | -14.8% | 0.03% | -21.1% |
| Q4 2020 | $29,053,000 | +9.7% | 556,355 | +9.5% | 0.04% | -9.5% |
| Q3 2020 | $26,489,000 | -1.0% | 508,233 | -1.0% | 0.04% | -8.7% |
| Q2 2020 | $26,763,000 | – | 513,496 | – | 0.05% | – |
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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% |