ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 226 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,434 | +0.1% | 354 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $17,424 | +0.0% | 354 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $17,417 | +2.5% | 354 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $16,990 | -0.4% | 354 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $17,066 | -0.6% | 354 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $17,162 | -96.2% | 354 | -96.0% | 0.00% | -95.8% |
| Q4 2019 | $448,000 | +3.2% | 8,780 | +3.6% | 0.07% | -15.3% |
| Q3 2019 | $434,000 | +102.8% | 8,478 | +101.6% | 0.08% | +102.4% |
| Q2 2019 | $214,000 | +4.9% | 4,206 | +4.2% | 0.04% | +7.7% |
| Q1 2019 | $204,000 | – | 4,037 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Seven Springs Wealth Group, LLC | 419,449 | $21,862,000 | 13.93% |
| Mandatum Life Insurance Co Ltd | 861,348 | $44,893,000 | 10.78% |
| Demars Financial Group, LLC | 224,044 | $11,677,000 | 9.69% |
| Probity Advisors, Inc. | 312,018 | $16,262,000 | 5.04% |
| Pensionmark Financial Group, LLC | 250,664 | $13,090,000 | 4.58% |
| Asset Planning Services, Ltd. | 184,209 | $9,601,000 | 4.15% |
| Wolff Financial Management LLC | 117,152 | $6,106,000 | 3.88% |
| Argent Wealth Management LLC | 423,588 | $22,094,000 | 3.67% |
| Walkner Condon Financial Advisors LLC | 66,656 | $3,474,000 | 3.06% |
| Mattern Wealth Management LLC | 79,215 | $4,129,000 | 2.01% |