ENVESTNET ASSET MANAGEMENT INC - ISHARES TR ownership

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
ENVESTNET ASSET MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$14,674,987
+3.2%
305,761
+3.7%
0.01%
+16.7%
Q2 2023$14,213,141
+6.3%
294,817
+6.9%
0.01%0.0%
Q1 2023$13,367,698
-2.4%
275,736
-3.6%
0.01%
-14.3%
Q4 2022$13,692,566
-38.1%
286,096
-38.7%
0.01%
-46.2%
Q3 2022$22,129,000
+0.6%
466,864
+2.9%
0.01%
+8.3%
Q2 2022$21,988,000
+6.7%
453,729
+8.7%
0.01%
+20.0%
Q1 2022$20,600,000
+9.7%
417,336
+13.5%
0.01%
+11.1%
Q4 2021$18,775,000
+8.8%
367,782
+10.1%
0.01%0.0%
Q3 2021$17,263,000
-0.9%
334,027
-0.6%
0.01%
-10.0%
Q2 2021$17,417,000
+4.8%
336,031
+4.7%
0.01%
-9.1%
Q1 2021$16,619,000
+29.7%
320,953
+30.8%
0.01%
+10.0%
Q4 2020$12,811,000
-7.4%
245,337
-7.6%
0.01%
-16.7%
Q3 2020$13,840,000
+6.5%
265,543
+6.5%
0.01%
-7.7%
Q2 2020$12,993,000
+58.8%
249,299
+52.7%
0.01%
+30.0%
Q1 2020$8,184,000
+36.3%
163,216
+38.7%
0.01%
+66.7%
Q4 2019$6,006,000
+40.6%
117,668
+40.8%
0.01%
+20.0%
Q3 2019$4,273,000
+51.0%
83,559
+50.5%
0.01%
+25.0%
Q2 2019$2,830,000
-1.7%
55,525
-2.7%
0.00%0.0%
Q1 2019$2,878,000
+29.7%
57,048
+27.4%
0.00%
+33.3%
Q4 2018$2,219,000
+115.6%
44,792
+116.1%
0.00%
+50.0%
Q3 2018$1,029,000
+201.8%
20,727
+209.0%
0.00%
+100.0%
Q3 2016$341,000
+40.9%
6,708
+41.2%
0.00%0.0%
Q2 2016$242,0004,7520.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 2,170,462$104,171,33411.59%
Pensionmark Financial Group, LLC 752,903$36,135,5957.16%
Probity Advisors, Inc. 594,531$28,534,5246.58%
Wiser Wealth Management, Inc 292,044$14,016,6455.70%
INTEGRAL INVESTMENT ADVISORS, INC. 132,897$6,378,4024.46%
GREENUP STREET WEALTH MANAGEMENT LLC 248,563$11,929,7893.90%
River Wealth Advisors LLC 354,876$17,032,2603.05%
Global Wealth Management Investment Advisory, Inc. 223,687$10,735,8573.01%
Coombe, Bender & Co LLC 75,947$3,645,0772.74%
DecisionPoint Financial, LLC 103,399$4,962,6362.60%
View complete list of ISHARES TR shareholders