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
| 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 ↓ |
|---|---|---|---|
| Pensionmark Financial Group, LLC | 679,268 | $33,529,000 | 6.96% |
| Probity Advisors, Inc. | 571,859 | $28,227,000 | 5.82% |
| Destiny Wealth Partners, LLC | 456,601 | $22,538,000 | 4.39% |
| Mandatum Life Insurance Co Ltd | 423,075 | $20,883,000 | 3.86% |
| Buffington Mohr McNeal | 343,968 | $16,978,000 | 3.21% |
| DAGCO, INC. | 142,019 | $6,933,000 | 3.14% |
| GDS Wealth Management | 259,910 | $12,741,000 | 2.80% |
| CAMDEN NATIONAL BANK | 305,071 | $15,058,000 | 2.73% |
| Wolff Financial Management LLC | 138,938 | $6,858,000 | 2.72% |
| Curi Wealth Management, LLC | 306,539 | $15,130,000 | 2.62% |