ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 88 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $354,971 | -70.2% | 7,396 | -70.1% | 0.00% | – |
| Q2 2023 | $1,190,594 | +0.3% | 24,696 | +0.9% | 0.00% | – |
| Q1 2023 | $1,186,742 | -72.4% | 24,479 | -72.8% | 0.00% | – |
| Q4 2022 | $4,302,183 | +104.4% | 89,891 | +102.4% | 0.00% | – |
| Q3 2022 | $2,105,000 | +4684.1% | 44,421 | +4754.8% | 0.00% | – |
| Q2 2022 | $44,000 | -2.2% | 915 | 0.0% | 0.00% | – |
| Q1 2022 | $45,000 | +25.0% | 915 | +29.1% | 0.00% | – |
| Q4 2021 | $36,000 | -2.7% | 709 | 0.0% | 0.00% | – |
| Q3 2021 | $37,000 | -99.3% | 709 | -99.3% | 0.00% | – |
| Q2 2021 | $5,014,000 | -88.5% | 96,737 | -88.5% | 0.00% | -100.0% |
| Q1 2021 | $43,634,000 | -4.1% | 842,684 | -3.3% | 0.00% | 0.0% |
| Q4 2020 | $45,496,000 | -10.3% | 871,246 | -10.4% | 0.00% | -50.0% |
| Q3 2020 | $50,705,000 | +643.4% | 972,856 | +643.3% | 0.00% | – |
| Q2 2020 | $6,821,000 | -53.3% | 130,881 | -55.0% | 0.00% | -100.0% |
| Q1 2020 | $14,596,000 | +89.9% | 291,093 | +93.2% | 0.00% | – |
| Q4 2019 | $7,688,000 | +2.4% | 150,635 | +2.6% | 0.00% | – |
| Q3 2019 | $7,509,000 | +6.5% | 146,839 | +6.2% | 0.00% | – |
| Q2 2019 | $7,050,000 | +8.4% | 138,327 | +7.3% | 0.00% | – |
| Q1 2019 | $6,504,000 | +9.7% | 128,926 | +7.7% | 0.00% | – |
| Q4 2018 | $5,930,000 | -8.9% | 119,737 | -8.7% | 0.00% | – |
| Q3 2018 | $6,509,000 | +6.7% | 131,079 | +6.7% | 0.00% | – |
| Q2 2018 | $6,098,000 | +1.3% | 122,860 | +1.5% | 0.00% | – |
| Q1 2018 | $6,022,000 | – | 121,076 | – | 0.00% | – |
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% |