ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 203 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $350 | -3.8% | 7,292 | -3.3% | 0.00% | 0.0% |
| Q2 2023 | $364 | -1.4% | 7,542 | -1.0% | 0.00% | -50.0% |
| Q1 2023 | $369 | -90.6% | 7,616 | -90.7% | 0.00% | -86.7% |
| Q4 2022 | $3,917 | -99.9% | 81,838 | -15.5% | 0.02% | -25.0% |
| Q3 2022 | $4,594,000 | +75.9% | 96,904 | +79.3% | 0.02% | +66.7% |
| Q2 2022 | $2,611,000 | +7.9% | 54,036 | +10.3% | 0.01% | +20.0% |
| Q1 2022 | $2,419,000 | +63.2% | 49,005 | +68.8% | 0.01% | +66.7% |
| Q4 2021 | $1,482,000 | +13.4% | 29,035 | +14.8% | 0.01% | 0.0% |
| Q3 2021 | $1,307,000 | +14.5% | 25,294 | +14.9% | 0.01% | +20.0% |
| Q2 2021 | $1,141,000 | +50.5% | 22,018 | +50.3% | 0.01% | +25.0% |
| Q1 2021 | $758,000 | -18.8% | 14,647 | -18.1% | 0.00% | -20.0% |
| Q4 2020 | $934,000 | +7.2% | 17,885 | +7.1% | 0.01% | 0.0% |
| Q3 2020 | $871,000 | +7.0% | 16,706 | +7.0% | 0.01% | 0.0% |
| Q2 2020 | $814,000 | +220.5% | 15,614 | +208.3% | 0.01% | +150.0% |
| Q1 2020 | $254,000 | +0.8% | 5,064 | +2.7% | 0.00% | 0.0% |
| Q4 2019 | $252,000 | +8.2% | 4,931 | +8.1% | 0.00% | 0.0% |
| Q3 2019 | $233,000 | -2.1% | 4,561 | -2.5% | 0.00% | 0.0% |
| Q2 2019 | $238,000 | -2.9% | 4,677 | -3.9% | 0.00% | 0.0% |
| Q1 2019 | $245,000 | -48.5% | 4,865 | -49.3% | 0.00% | -60.0% |
| Q4 2018 | $476,000 | -57.0% | 9,604 | -57.0% | 0.01% | -50.0% |
| Q3 2018 | $1,108,000 | +1.3% | 22,310 | +1.3% | 0.01% | -9.1% |
| Q2 2018 | $1,094,000 | -2.8% | 22,033 | -2.6% | 0.01% | 0.0% |
| Q1 2018 | $1,125,000 | +15.0% | 22,624 | +16.3% | 0.01% | +10.0% |
| Q4 2017 | $978,000 | -11.9% | 19,450 | -11.3% | 0.01% | -23.1% |
| Q3 2017 | $1,110,000 | +11.0% | 21,927 | +10.8% | 0.01% | +8.3% |
| Q2 2017 | $1,000,000 | +11.7% | 19,795 | +11.6% | 0.01% | 0.0% |
| Q1 2017 | $895,000 | +80.8% | 17,745 | +80.0% | 0.01% | +71.4% |
| Q4 2016 | $495,000 | – | 9,859 | – | 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% |