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 | $5,456,202 | -0.8% | 113,683 | -0.4% | 0.03% | -10.5% |
| Q2 2023 | $5,500,020 | -1.6% | 114,085 | -1.1% | 0.04% | -7.3% |
| Q1 2023 | $5,591,906 | -0.8% | 115,345 | -2.1% | 0.04% | -10.9% |
| Q4 2022 | $5,638,911 | +2.5% | 117,821 | +1.5% | 0.05% | -32.4% |
| Q3 2022 | $5,500,000 | -2.8% | 116,025 | -0.6% | 0.07% | -6.8% |
| Q2 2022 | $5,656,000 | +32.2% | 116,731 | +34.7% | 0.07% | +40.4% |
| Q1 2022 | $4,277,000 | +37.6% | 86,650 | +42.3% | 0.05% | +36.8% |
| Q4 2021 | $3,109,000 | -26.6% | 60,899 | -25.7% | 0.04% | -33.3% |
| Q3 2021 | $4,235,000 | +3.3% | 81,944 | +3.6% | 0.06% | -1.7% |
| Q2 2021 | $4,100,000 | +8623.4% | 79,110 | +8651.1% | 0.06% | +5700.0% |
| Q2 2020 | $47,000 | – | 904 | – | 0.00% | – |
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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% |