ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 209 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $300,000 | -53.1% | 6,335 | -52.0% | 0.17% | -47.0% |
| Q2 2022 | $640,000 | -7.6% | 13,199 | -6.0% | 0.32% | +8.2% |
| Q1 2022 | $693,000 | -5.3% | 14,043 | -2.1% | 0.29% | +0.3% |
| Q4 2021 | $732,000 | +28.4% | 14,343 | +29.8% | 0.29% | +13.3% |
| Q3 2021 | $570,000 | -1.7% | 11,048 | -1.3% | 0.26% | +2.0% |
| Q2 2021 | $580,000 | -1.9% | 11,193 | -2.0% | 0.25% | -12.5% |
| Q1 2021 | $591,000 | -0.3% | 11,418 | +0.4% | 0.29% | -3.0% |
| Q4 2020 | $593,000 | – | 11,373 | – | 0.30% | – |
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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% |