J.W. COLE ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 230 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$210,116
-66.8%
4,334
-65.1%
0.02%
-63.4%
Q4 2021$633,000
-49.4%
12,404
-48.7%
0.04%
-58.6%
Q2 2021$1,252,000
-7.5%
24,163
-7.6%
0.10%
-23.8%
Q1 2021$1,353,000
+11.7%
26,139
+12.7%
0.13%
+3.2%
Q4 2020$1,211,00023,1890.13%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Pensionmark Financial Group, LLC 666,313$34,435,0007.79%
B, B, H, & B INC. 141,890$7,333,0006.68%
Wolff Financial Management LLC 145,035$7,495,0006.51%
Curi Wealth Management, LLC 264,653$13,677,0006.29%
Probity Advisors, Inc. 489,831$25,314,0005.23%
Destiny Wealth Partners, LLC 395,225$20,425,0004.10%
Mandatum Life Insurance Co Ltd 423,075$21,865,0004.05%
Asset Planning Services, Ltd. 143,618$7,422,0003.56%
Buffington Mohr McNeal 321,569$16,619,0003.19%
Rosenberg Matthew Hamilton 154,748$7,997,0003.16%
View complete list of ISHARES TR shareholders