ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 230 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,888,175 | +16.4% | 101,848 | +16.9% | 0.06% | +14.6% |
| Q2 2023 | $4,199,039 | -28.4% | 87,099 | -28.0% | 0.05% | -33.3% |
| Q1 2023 | $5,866,176 | +114.5% | 121,002 | +111.7% | 0.07% | +100.0% |
| Q4 2022 | $2,735,242 | +8.2% | 57,151 | +7.1% | 0.04% | -7.7% |
| Q3 2022 | $2,528,000 | +1023.6% | 53,340 | +1047.3% | 0.04% | +1200.0% |
| Q2 2022 | $225,000 | +12.5% | 4,649 | +14.9% | 0.00% | 0.0% |
| Q1 2022 | $200,000 | -3.4% | 4,045 | +1.9% | 0.00% | -40.0% |
| Q4 2020 | $207,000 | -51.3% | 3,971 | -51.3% | 0.01% | -28.6% |
| Q3 2020 | $425,000 | – | 8,146 | – | 0.01% | – |
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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% |