ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 234 filers reported holding ISHARES TR in Q4 2022. 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% | – |
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% |