ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 226 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,547,000 | +2.5% | 30,294 | +3.8% | 0.32% | -8.2% |
| Q3 2021 | $1,509,000 | -9.3% | 29,192 | -9.1% | 0.35% | -9.9% |
| Q2 2021 | $1,664,000 | -11.5% | 32,108 | -11.6% | 0.39% | -13.6% |
| Q1 2021 | $1,881,000 | +20.8% | 36,321 | +21.8% | 0.46% | +6.6% |
| Q4 2020 | $1,557,000 | +1.2% | 29,818 | +1.0% | 0.43% | -16.4% |
| Q3 2020 | $1,539,000 | +241.2% | 29,521 | +228.1% | 0.51% | +207.8% |
| Q1 2020 | $451,000 | +53.9% | 8,998 | +56.4% | 0.17% | +172.1% |
| Q4 2019 | $293,000 | +14.9% | 5,755 | +15.6% | 0.06% | -22.8% |
| Q3 2019 | $255,000 | – | 4,979 | – | 0.08% | – |
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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% |