ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 241 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $4,922 | -59.8% | 100 | -59.8% | 0.00% | – |
| Q4 2023 | $12,251 | -31.0% | 249 | -32.7% | 0.00% | -100.0% |
| Q3 2023 | $17,758 | +557.7% | 370 | +560.7% | 0.00% | – |
| Q2 2023 | $2,700 | +269900.0% | 56 | +194.7% | 0.00% | – |
| Q1 2023 | $1 | 0.0% | 19 | -36.7% | 0.00% | – |
| Q4 2022 | $1 | – | 30 | +400.0% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 6 | -93.8% | 0.00% | – |
| Q4 2021 | $5,000 | 0.0% | 97 | -3.0% | 0.00% | – |
| Q1 2017 | $5,000 | +400.0% | 100 | +809.1% | 0.00% | – |
| Q2 2016 | $1,000 | -80.0% | 11 | -89.0% | 0.00% | -100.0% |
| Q1 2016 | $5,000 | – | 100 | +1566.7% | 0.00% | – |
| Q2 2015 | $0 | – | 6 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mandatum Life Insurance Co Ltd | 797,338 | $39,596,000 | 7.51% |
| Matthew Goff Investment Advisor, LLC | 192,807 | $9,575,000 | 3.84% |
| KCS Wealth Advisory | 71,509 | $3,551,000 | 3.30% |
| Asset Planning Services, Ltd. | 118,613 | $5,852,000 | 2.78% |
| Probity Advisors, Inc. | 167,975 | $8,342,000 | 2.71% |
| Summit X, LLC | 93,169 | $4,623,000 | 2.27% |
| Leicht Financial Planning & Wealth Management, Inc. | 35,536 | $1,765,000 | 2.10% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 61,805 | $3,069,000 | 1.76% |
| JACOBSON & SCHMITT ADVISORS, LLC | 31,075 | $1,543,000 | 0.96% |
| Buffington Mohr McNeal | 51,368 | $2,551,000 | 0.88% |