ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 209 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,906,456 | -4.0% | 81,393 | -3.6% | 0.03% | 0.0% |
| Q2 2023 | $4,070,900 | +15.9% | 84,441 | +16.6% | 0.03% | +7.7% |
| Q1 2023 | $3,511,408 | -3.2% | 72,430 | -4.5% | 0.03% | -7.1% |
| Q4 2022 | $3,629,222 | +17.8% | 75,830 | +16.6% | 0.03% | +12.0% |
| Q3 2022 | $3,082,000 | -2.7% | 65,021 | -0.5% | 0.02% | +4.2% |
| Q2 2022 | $3,168,000 | +1.5% | 65,365 | +3.4% | 0.02% | +20.0% |
| Q1 2022 | $3,120,000 | +140.9% | 63,209 | +149.2% | 0.02% | +150.0% |
| Q4 2021 | $1,295,000 | +17.7% | 25,366 | +19.2% | 0.01% | 0.0% |
| Q3 2021 | $1,100,000 | +115.7% | 21,277 | +116.4% | 0.01% | +100.0% |
| Q2 2021 | $510,000 | +111.6% | 9,833 | +110.9% | 0.00% | +100.0% |
| Q1 2021 | $241,000 | -90.0% | 4,662 | -90.3% | 0.00% | -94.1% |
| Q1 2020 | $2,412,000 | -9.3% | 48,098 | -7.7% | 0.03% | +13.3% |
| Q4 2019 | $2,659,000 | +8.2% | 52,101 | +8.4% | 0.03% | +3.4% |
| Q3 2019 | $2,458,000 | +2.3% | 48,067 | +2.0% | 0.03% | 0.0% |
| Q2 2019 | $2,403,000 | +9.8% | 47,146 | +8.7% | 0.03% | +3.6% |
| Q1 2019 | $2,189,000 | -32.8% | 43,385 | -34.0% | 0.03% | -41.7% |
| Q4 2018 | $3,258,000 | +16.3% | 65,774 | +16.6% | 0.05% | +37.1% |
| Q3 2018 | $2,802,000 | +503.9% | 56,430 | +499.7% | 0.04% | +483.3% |
| Q2 2018 | $464,000 | +1.8% | 9,409 | +2.6% | 0.01% | 0.0% |
| Q1 2018 | $456,000 | -37.0% | 9,174 | -36.3% | 0.01% | -40.0% |
| Q4 2017 | $724,000 | -1.6% | 14,408 | -0.9% | 0.01% | 0.0% |
| Q3 2017 | $736,000 | -57.2% | 14,544 | -57.3% | 0.01% | -65.5% |
| Q2 2017 | $1,721,000 | -58.0% | 34,061 | -58.1% | 0.03% | -58.6% |
| Q1 2017 | $4,096,000 | +452.8% | 81,247 | +450.9% | 0.07% | +483.3% |
| Q4 2016 | $741,000 | -83.7% | 14,747 | -83.5% | 0.01% | -85.7% |
| Q3 2016 | $4,554,000 | +3.8% | 89,588 | +4.1% | 0.08% | -5.6% |
| Q2 2016 | $4,386,000 | +4.1% | 86,073 | +3.2% | 0.09% | -3.3% |
| Q1 2016 | $4,213,000 | +221.4% | 83,425 | +217.7% | 0.09% | +206.7% |
| Q4 2015 | $1,311,000 | -0.7% | 26,263 | 0.0% | 0.03% | 0.0% |
| Q3 2015 | $1,320,000 | -11.9% | 26,263 | -12.1% | 0.03% | 0.0% |
| Q2 2015 | $1,499,000 | +4.7% | 29,876 | +5.8% | 0.03% | -18.9% |
| Q1 2015 | $1,432,000 | +10.4% | 28,242 | +9.5% | 0.04% | +8.8% |
| Q4 2014 | $1,297,000 | +58.6% | 25,786 | +58.4% | 0.03% | +100.0% |
| Q3 2014 | $818,000 | +50.6% | 16,275 | +51.5% | 0.02% | +41.7% |
| Q2 2014 | $543,000 | – | 10,740 | – | 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% |