ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 230 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $346,000 | -1.1% | 6,782 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $350,000 | +50.2% | 6,782 | +48.3% | 0.01% | -30.0% |
| Q2 2019 | $233,000 | 0.0% | 4,572 | -1.1% | 0.01% | -16.7% |
| Q1 2019 | $233,000 | +1.7% | 4,623 | 0.0% | 0.01% | -7.7% |
| Q4 2018 | $229,000 | -69.5% | 4,623 | -69.5% | 0.01% | -64.9% |
| Q3 2018 | $752,000 | +228.4% | 15,149 | +227.7% | 0.04% | +184.6% |
| Q2 2018 | $229,000 | -30.4% | 4,623 | -30.5% | 0.01% | -35.0% |
| Q1 2018 | $329,000 | -35.0% | 6,651 | -33.9% | 0.02% | -35.5% |
| Q4 2017 | $506,000 | +106.5% | 10,056 | +108.2% | 0.03% | +106.7% |
| Q3 2017 | $245,000 | – | 4,830 | – | 0.02% | – |
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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% |