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 | $731,916 | -54.8% | 15,266 | -54.5% | 0.01% | -7.7% |
| Q2 2023 | $1,617,524 | +81.2% | 33,572 | +83.8% | 0.01% | -13.3% |
| Q1 2023 | $892,676 | +16.5% | 18,266 | +13.9% | 0.02% | +15.4% |
| Q4 2022 | $766,096 | -7.9% | 16,032 | -8.6% | 0.01% | -13.3% |
| Q3 2022 | $832,000 | -5.5% | 17,531 | -1.9% | 0.02% | +15.4% |
| Q1 2022 | $880,000 | -6.8% | 17,867 | -3.6% | 0.01% | -13.3% |
| Q4 2021 | $944,000 | -3.2% | 18,540 | -2.0% | 0.02% | -6.2% |
| Q3 2021 | $975,000 | -46.9% | 18,920 | -46.7% | 0.02% | -30.4% |
| Q2 2021 | $1,836,000 | +194.7% | 35,522 | +194.5% | 0.02% | +35.3% |
| Q1 2021 | $623,000 | +5.4% | 12,060 | +6.3% | 0.02% | -26.1% |
| Q4 2020 | $591,000 | +72.8% | 11,344 | +72.7% | 0.02% | +35.3% |
| Q3 2020 | $342,000 | – | 6,567 | – | 0.02% | – |
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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% |