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 | $1,594,751 | +17.8% | 33,228 | +18.3% | 0.00% | 0.0% |
| Q2 2023 | $1,354,315 | +2.8% | 28,092 | +3.4% | 0.00% | 0.0% |
| Q1 2023 | $1,317,499 | +47.0% | 27,176 | +45.1% | 0.00% | +100.0% |
| Q4 2022 | $896,562 | +2.6% | 18,734 | +1.6% | 0.00% | -50.0% |
| Q3 2022 | $874,000 | +47.1% | 18,445 | +50.4% | 0.00% | +100.0% |
| Q2 2022 | $594,000 | +61.0% | 12,268 | +64.2% | 0.00% | 0.0% |
| Q1 2022 | $369,000 | -20.0% | 7,473 | -17.1% | 0.00% | 0.0% |
| Q4 2021 | $461,000 | +15.5% | 9,017 | +16.7% | 0.00% | 0.0% |
| Q3 2021 | $399,000 | +86.4% | 7,729 | +87.3% | 0.00% | – |
| Q2 2021 | $214,000 | +9.2% | 4,127 | +8.9% | 0.00% | – |
| Q1 2021 | $196,000 | +96.0% | 3,789 | +98.6% | 0.00% | – |
| Q4 2020 | $100,000 | +2400.0% | 1,908 | +2346.2% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | +100.0% | 78 | +66.0% | 0.00% | – |
| Q1 2017 | $2,000 | – | 47 | – | 0.00% | – |
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% |