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 | $1,164,119 | +9.9% | 24,255 | +10.4% | 0.22% | +11.7% |
Q2 2023 | $1,059,174 | -2.3% | 21,970 | -1.8% | 0.20% | -10.5% |
Q1 2023 | $1,084,255 | +0.3% | 22,365 | -1.0% | 0.22% | -9.1% |
Q4 2022 | $1,080,918 | +0.7% | 22,585 | -0.3% | 0.24% | -2.4% |
Q3 2022 | $1,073,000 | +0.5% | 22,645 | +2.8% | 0.25% | +5.1% |
Q2 2022 | $1,068,000 | -0.3% | 22,030 | +1.6% | 0.24% | +24.3% |
Q1 2022 | $1,071,000 | +8.4% | 21,690 | +12.1% | 0.19% | +14.5% |
Q4 2021 | $988,000 | +10.9% | 19,345 | +12.2% | 0.16% | +7.8% |
Q3 2021 | $891,000 | +2.5% | 17,240 | +2.8% | 0.15% | +2.7% |
Q2 2021 | $869,000 | +4.4% | 16,775 | +4.4% | 0.15% | -10.2% |
Q1 2021 | $832,000 | +4.7% | 16,070 | +5.6% | 0.17% | +9.2% |
Q4 2020 | $795,000 | +1.3% | 15,225 | +1.0% | 0.15% | -10.6% |
Q3 2020 | $785,000 | +2.7% | 15,070 | +2.9% | 0.17% | -11.9% |
Q2 2020 | $764,000 | +6.1% | 14,650 | +2.1% | 0.19% | -19.2% |
Q1 2020 | $720,000 | +6.0% | 14,355 | +8.0% | 0.24% | +52.2% |
Q4 2019 | $679,000 | +3.8% | 13,295 | +3.9% | 0.16% | -6.0% |
Q3 2019 | $654,000 | +2.7% | 12,790 | +2.4% | 0.17% | +10.6% |
Q2 2019 | $637,000 | +7.8% | 12,495 | +6.7% | 0.15% | +2.0% |
Q1 2019 | $591,000 | +18.0% | 11,705 | +15.6% | 0.15% | -2.0% |
Q4 2018 | $501,000 | -2.0% | 10,125 | -1.7% | 0.15% | +24.8% |
Q3 2018 | $511,000 | +19.1% | 10,295 | +19.0% | 0.12% | +12.0% |
Q2 2018 | $429,000 | – | 8,650 | – | 0.11% | – |
Download |
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% |