ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 207 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,365,602 | -74.9% | 28,453 | -74.8% | 0.01% | -76.2% |
| Q2 2023 | $5,438,715 | +437.7% | 112,813 | +440.7% | 0.02% | +425.0% |
| Q1 2023 | $1,011,535 | -90.6% | 20,865 | -90.7% | 0.00% | -91.5% |
| Q4 2022 | $10,733,801 | +23.2% | 224,275 | +22.1% | 0.05% | +14.6% |
| Q3 2022 | $8,710,000 | +11.3% | 183,746 | +13.8% | 0.04% | +17.1% |
| Q2 2022 | $7,827,000 | -0.8% | 161,508 | +1.1% | 0.04% | +6.1% |
| Q1 2022 | $7,887,000 | +131350.0% | 159,790 | +131957.9% | 0.03% | – |
| Q4 2021 | $6,000 | -99.8% | 121 | -99.8% | 0.00% | -100.0% |
| Q3 2021 | $2,906,000 | -6.3% | 56,224 | -6.0% | 0.01% | -7.1% |
| Q2 2021 | $3,101,000 | -6.6% | 59,837 | -6.6% | 0.01% | -17.6% |
| Q1 2021 | $3,319,000 | +29.5% | 64,099 | +30.6% | 0.02% | +21.4% |
| Q4 2020 | $2,563,000 | -2.3% | 49,073 | -2.4% | 0.01% | -17.6% |
| Q3 2020 | $2,622,000 | +3.7% | 50,300 | +3.7% | 0.02% | -5.6% |
| Q2 2020 | $2,529,000 | +16760.0% | 48,526 | +15604.2% | 0.02% | – |
| Q1 2020 | $15,000 | -99.0% | 309 | -99.0% | 0.00% | -100.0% |
| Q4 2019 | $1,539,000 | +16.9% | 30,160 | +17.1% | 0.01% | +9.1% |
| Q3 2019 | $1,317,000 | +47.2% | 25,751 | +46.6% | 0.01% | +57.1% |
| Q2 2019 | $895,000 | +259.4% | 17,569 | +256.1% | 0.01% | +250.0% |
| Q1 2019 | $249,000 | +1560.0% | 4,934 | +1496.8% | 0.00% | – |
| Q4 2018 | $15,000 | -99.9% | 309 | -99.9% | 0.00% | -100.0% |
| Q3 2018 | $20,353,000 | -1.2% | 409,850 | -1.2% | 0.18% | -8.4% |
| Q2 2018 | $20,593,000 | -14.0% | 414,934 | -13.8% | 0.20% | -18.5% |
| Q1 2018 | $23,940,000 | -6.6% | 481,302 | -5.6% | 0.25% | -6.1% |
| Q4 2017 | $25,638,000 | +36.6% | 510,117 | +37.6% | 0.26% | +23.9% |
| Q3 2017 | $18,763,000 | +28.5% | 370,654 | +28.3% | 0.21% | +15.8% |
| Q2 2017 | $14,598,000 | -14.5% | 288,961 | -14.7% | 0.18% | -17.9% |
| Q1 2017 | $17,078,000 | +19529.9% | 338,794 | +19393.3% | 0.22% | +22300.0% |
| Q4 2016 | $87,000 | -99.8% | 1,738 | -99.8% | 0.00% | -99.8% |
| Q3 2016 | $43,459,000 | -5.5% | 854,311 | -5.4% | 0.66% | -14.5% |
| Q2 2016 | $45,988,000 | -6.5% | 902,601 | -7.3% | 0.77% | -10.0% |
| Q1 2016 | $49,193,000 | – | 974,109 | – | 0.86% | – |
Download | ||||||
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% |