ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 203 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,422,764 | -52.4% | 29,644 | -52.2% | 0.03% | -50.0% |
| Q2 2023 | $2,990,755 | +617.3% | 62,036 | +621.3% | 0.06% | +700.0% |
| Q1 2023 | $416,928 | -95.3% | 8,600 | -95.4% | 0.01% | -96.8% |
| Q4 2022 | $8,908,756 | +2172.6% | 186,142 | +2202.9% | 0.25% | +2190.9% |
| Q2 2022 | $392,000 | -37.1% | 8,083 | -36.0% | 0.01% | -35.3% |
| Q1 2022 | $623,000 | +22.6% | 12,628 | +26.9% | 0.02% | -19.0% |
| Q4 2021 | $508,000 | -74.0% | 9,953 | -73.6% | 0.02% | -73.4% |
| Q3 2021 | $1,951,000 | +78.7% | 37,744 | +79.2% | 0.08% | +113.5% |
| Q2 2021 | $1,092,000 | -79.8% | 21,064 | -79.8% | 0.04% | -87.7% |
| Q1 2021 | $5,408,000 | +610.6% | 104,435 | +615.0% | 0.30% | +401.7% |
| Q3 2020 | $761,000 | -73.6% | 14,606 | -73.6% | 0.06% | -71.0% |
| Q2 2020 | $2,881,000 | +30.7% | 55,283 | +28.0% | 0.21% | +21.8% |
| Q4 2019 | $2,204,000 | -26.2% | 43,179 | -26.3% | 0.17% | -54.7% |
| Q2 2019 | $2,987,000 | +86.6% | 58,595 | +84.6% | 0.38% | +39.9% |
| Q1 2019 | $1,601,000 | -50.4% | 31,743 | -51.3% | 0.27% | -18.8% |
| Q4 2018 | $3,227,000 | +458.3% | 65,160 | +459.8% | 0.33% | +230.0% |
| Q3 2018 | $578,000 | +32.9% | 11,640 | +33.2% | 0.10% | +72.4% |
| Q1 2018 | $435,000 | – | 8,742 | – | 0.06% | – |
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% |