ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 229 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $605,458 | -13.6% | 12,615 | -13.2% | 0.00% | 0.0% |
| Q2 2023 | $700,900 | +0.6% | 14,538 | +1.1% | 0.00% | 0.0% |
| Q1 2023 | $696,853 | +54.0% | 14,374 | +52.1% | 0.00% | +33.3% |
| Q4 2022 | $452,381 | -8.4% | 9,452 | -9.2% | 0.00% | 0.0% |
| Q3 2022 | $494,000 | +2.9% | 10,414 | +5.2% | 0.00% | 0.0% |
| Q2 2022 | $480,000 | +0.2% | 9,899 | +2.0% | 0.00% | +50.0% |
| Q1 2022 | $479,000 | -11.6% | 9,704 | -8.6% | 0.00% | 0.0% |
| Q4 2021 | $542,000 | -1.8% | 10,620 | -0.6% | 0.00% | -33.3% |
| Q3 2021 | $552,000 | -9.4% | 10,688 | -9.0% | 0.00% | 0.0% |
| Q2 2021 | $609,000 | -3.5% | 11,748 | -3.6% | 0.00% | 0.0% |
| Q1 2021 | $631,000 | -19.9% | 12,188 | -19.3% | 0.00% | -40.0% |
| Q4 2020 | $788,000 | +29.6% | 15,094 | +29.3% | 0.01% | +25.0% |
| Q3 2020 | $608,000 | +19.2% | 11,670 | +19.3% | 0.00% | 0.0% |
| Q2 2020 | $510,000 | -27.4% | 9,784 | -30.2% | 0.00% | -33.3% |
| Q1 2020 | $702,000 | +58.8% | 14,008 | +61.9% | 0.01% | +100.0% |
| Q4 2019 | $442,000 | +8.1% | 8,653 | +8.1% | 0.00% | 0.0% |
| Q3 2019 | $409,000 | +16.5% | 8,007 | +16.3% | 0.00% | +50.0% |
| Q2 2019 | $351,000 | +1.2% | 6,883 | +0.0% | 0.00% | 0.0% |
| Q1 2019 | $347,000 | +0.3% | 6,882 | -1.3% | 0.00% | -33.3% |
| Q4 2018 | $346,000 | +49.1% | 6,976 | +49.5% | 0.00% | +50.0% |
| Q3 2018 | $232,000 | – | 4,667 | – | 0.00% | – |
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% |