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 2022 | $397,000 | +6.4% | 8,371 | +8.8% | 0.00% | – |
| Q2 2022 | $373,000 | -72.8% | 7,693 | -71.0% | 0.00% | – |
| Q3 2021 | $1,370,000 | +16.1% | 26,500 | +17.0% | 0.00% | – |
| Q3 2020 | $1,180,000 | 0.0% | 22,648 | 0.0% | 0.00% | – |
| Q2 2020 | $1,180,000 | +54.2% | 22,648 | +51.0% | 0.00% | – |
| Q2 2019 | $765,000 | -46.5% | 15,000 | -47.1% | 0.00% | – |
| Q1 2019 | $1,431,000 | +47.7% | 28,370 | +45.4% | 0.00% | – |
| Q3 2018 | $969,000 | +29.7% | 19,512 | +31.9% | 0.00% | – |
| Q2 2017 | $747,000 | +226.2% | 14,795 | +229.7% | 0.00% | – |
| Q2 2016 | $229,000 | +0.9% | 4,487 | +0.0% | 0.00% | – |
| Q1 2016 | $227,000 | +0.9% | 4,486 | 0.0% | 0.00% | – |
| Q4 2015 | $225,000 | – | 4,486 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pensionmark Financial Group, LLC | 679,268 | $33,529,000 | 6.96% |
| Probity Advisors, Inc. | 571,859 | $28,227,000 | 5.82% |
| Destiny Wealth Partners, LLC | 456,601 | $22,538,000 | 4.39% |
| Mandatum Life Insurance Co Ltd | 423,075 | $20,883,000 | 3.86% |
| Buffington Mohr McNeal | 343,968 | $16,978,000 | 3.21% |
| DAGCO, INC. | 142,019 | $6,933,000 | 3.14% |
| GDS Wealth Management | 259,910 | $12,741,000 | 2.80% |
| CAMDEN NATIONAL BANK | 305,071 | $15,058,000 | 2.73% |
| Wolff Financial Management LLC | 138,938 | $6,858,000 | 2.72% |
| Curi Wealth Management, LLC | 306,539 | $15,130,000 | 2.62% |