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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,765,955 | +0.9% | 36,795 | +1.3% | 0.81% | +0.5% |
| Q2 2023 | $1,750,288 | -13.1% | 36,306 | -12.6% | 0.80% | -16.5% |
| Q1 2023 | $2,014,271 | +40.3% | 41,549 | +38.5% | 0.96% | +29.5% |
| Q4 2022 | $1,435,345 | -14.3% | 29,991 | -15.1% | 0.74% | -24.0% |
| Q3 2022 | $1,674,000 | -10.1% | 35,314 | -8.1% | 0.98% | -6.8% |
| Q2 2022 | $1,863,000 | -5.5% | 38,436 | -3.8% | 1.05% | -0.9% |
| Q1 2022 | $1,972,000 | +8.5% | 39,958 | +12.3% | 1.06% | +7.9% |
| Q4 2021 | $1,817,000 | +2.9% | 35,588 | +4.2% | 0.98% | -3.2% |
| Q3 2021 | $1,765,000 | +5.9% | 34,144 | +6.2% | 1.01% | -0.1% |
| Q2 2021 | $1,667,000 | +0.9% | 32,160 | +0.8% | 1.01% | -4.7% |
| Q1 2021 | $1,652,000 | +29.5% | 31,898 | +30.5% | 1.06% | +36.1% |
| Q4 2020 | $1,276,000 | +17.9% | 24,440 | +17.7% | 0.78% | +5.4% |
| Q3 2020 | $1,082,000 | -2.3% | 20,769 | -2.3% | 0.74% | -12.5% |
| Q2 2020 | $1,108,000 | -15.4% | 21,266 | -18.6% | 0.85% | -35.4% |
| Q1 2020 | $1,309,000 | +8.5% | 26,111 | +10.4% | 1.31% | +45.3% |
| Q4 2019 | $1,206,000 | – | 23,641 | – | 0.90% | – |
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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% |