ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 233 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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% |