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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $219 | -99.9% | 4,564 | +8.1% | 0.00% | 0.0% |
| Q1 2022 | $208,000 | -4.1% | 4,221 | -0.6% | 0.00% | 0.0% |
| Q4 2021 | $217,000 | -90.8% | 4,248 | -90.9% | 0.00% | -90.9% |
| Q3 2017 | $2,360,000 | +4.6% | 46,630 | +4.4% | 0.01% | +10.0% |
| Q2 2017 | $2,256,000 | +3.5% | 44,660 | +3.3% | 0.01% | +42.9% |
| Q1 2017 | $2,179,000 | +416.4% | 43,230 | +414.6% | 0.01% | +250.0% |
| Q4 2016 | $422,000 | -9.6% | 8,400 | -8.4% | 0.00% | 0.0% |
| Q3 2016 | $467,000 | – | 9,172 | – | 0.00% | – |
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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% |