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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $278,327 | +16.8% | 5,799 | +17.3% | 0.09% | +27.4% |
| Q2 2023 | $238,255 | -19.8% | 4,942 | -19.4% | 0.07% | -27.0% |
| Q1 2023 | $297,091 | +1.3% | 6,128 | +0.0% | 0.10% | -12.3% |
| Q4 2022 | $293,220 | -9.5% | 6,127 | -6.8% | 0.11% | +32.6% |
| Q1 2022 | $324,000 | -4.7% | 6,574 | -1.2% | 0.09% | -1.1% |
| Q4 2021 | $340,000 | -8.6% | 6,654 | -7.6% | 0.09% | -15.5% |
| Q3 2021 | $372,000 | +2.8% | 7,203 | +3.2% | 0.10% | +27.2% |
| Q2 2021 | $362,000 | +4.9% | 6,977 | +4.9% | 0.08% | -4.7% |
| Q1 2021 | $345,000 | -38.8% | 6,654 | -38.4% | 0.08% | -41.0% |
| Q4 2020 | $564,000 | -90.3% | 10,804 | -90.3% | 0.14% | -91.4% |
| Q3 2020 | $5,818,000 | +15.9% | 111,632 | +16.0% | 1.68% | -4.2% |
| Q2 2020 | $5,018,000 | +458.8% | 96,272 | +437.3% | 1.75% | +333.7% |
| Q1 2020 | $898,000 | -82.6% | 17,918 | -82.3% | 0.40% | -79.1% |
| Q4 2019 | $5,168,000 | +8.4% | 101,248 | +8.6% | 1.94% | -5.2% |
| Q3 2019 | $4,766,000 | +7.2% | 93,192 | +6.9% | 2.04% | +15.7% |
| Q2 2019 | $4,444,000 | +16.0% | 87,194 | +14.8% | 1.77% | -12.4% |
| Q1 2019 | $3,831,000 | – | 75,932 | – | 2.02% | – |
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% |