ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 226 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $20,364,183 | +46.9% | 424,298 | +47.6% | 0.03% | +36.0% |
Q2 2023 | $13,859,314 | +126.9% | 287,478 | +128.2% | 0.02% | +127.3% |
Q1 2023 | $6,108,625 | +690.7% | 126,003 | +680.5% | 0.01% | +450.0% |
Q4 2022 | $772,604 | +92.7% | 16,143 | +101.8% | 0.00% | +100.0% |
Q1 2020 | $401,000 | -22.1% | 8,000 | -20.9% | 0.00% | – |
Q2 2019 | $515,000 | -37.6% | 10,113 | -38.2% | 0.00% | -100.0% |
Q1 2019 | $825,000 | +67.3% | 16,355 | +64.4% | 0.00% | 0.0% |
Q4 2018 | $493,000 | +78.6% | 9,950 | +78.9% | 0.00% | – |
Q3 2018 | $276,000 | – | 5,561 | – | 0.00% | – |
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% |