ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 209 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $545,000 | -7.0% | 11,242 | -5.3% | 0.15% | +58.1% |
| Q1 2022 | $586,000 | -10.9% | 11,870 | -6.8% | 0.09% | -23.8% |
| Q3 2021 | $658,000 | -17.6% | 12,740 | -17.4% | 0.12% | -24.2% |
| Q2 2021 | $799,000 | +0.1% | 15,421 | +0.1% | 0.16% | -28.8% |
| Q1 2021 | $798,000 | -24.5% | 15,402 | -23.9% | 0.23% | -33.7% |
| Q4 2020 | $1,057,000 | -84.1% | 20,251 | -84.1% | 0.34% | -87.6% |
| Q3 2020 | $6,658,000 | – | 127,739 | – | 2.75% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pensionmark Financial Group, LLC | 666,313 | $34,435,000 | 7.79% |
| B, B, H, & B INC. | 141,890 | $7,333,000 | 6.68% |
| Wolff Financial Management LLC | 145,035 | $7,495,000 | 6.51% |
| Curi Wealth Management, LLC | 264,653 | $13,677,000 | 6.29% |
| Probity Advisors, Inc. | 489,831 | $25,314,000 | 5.23% |
| Destiny Wealth Partners, LLC | 395,225 | $20,425,000 | 4.10% |
| Mandatum Life Insurance Co Ltd | 423,075 | $21,865,000 | 4.05% |
| Asset Planning Services, Ltd. | 143,618 | $7,422,000 | 3.56% |
| Buffington Mohr McNeal | 321,569 | $16,619,000 | 3.19% |
| Rosenberg Matthew Hamilton | 154,748 | $7,997,000 | 3.16% |