ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 226 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q2 2023 | $210,485 | +4.2% | 4,366 | +4.8% | 0.00% | 0.0% |
Q1 2023 | $202,065 | +8.5% | 4,168 | +7.1% | 0.00% | 0.0% |
Q4 2022 | $186,271 | +1.2% | 3,892 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $184,000 | -2.6% | 3,892 | 0.0% | 0.00% | -33.3% |
Q2 2022 | $189,000 | +6.2% | 3,892 | +8.2% | 0.00% | +50.0% |
Q1 2022 | $178,000 | -14.8% | 3,598 | -11.9% | 0.00% | -33.3% |
Q4 2021 | $209,000 | -11.1% | 4,086 | -10.0% | 0.00% | -25.0% |
Q3 2021 | $235,000 | +27.7% | 4,539 | +27.6% | 0.00% | +33.3% |
Q2 2021 | $184,000 | 0.0% | 3,557 | 0.0% | 0.00% | -25.0% |
Q1 2021 | $184,000 | +22.7% | 3,557 | +24.2% | 0.00% | 0.0% |
Q4 2020 | $150,000 | +6.4% | 2,864 | +5.7% | 0.00% | 0.0% |
Q3 2020 | $141,000 | +6.0% | 2,710 | +6.4% | 0.00% | 0.0% |
Q2 2020 | $133,000 | -12.5% | 2,546 | -16.1% | 0.00% | -20.0% |
Q1 2020 | $152,000 | +22.6% | 3,034 | +25.3% | 0.01% | +25.0% |
Q4 2019 | $124,000 | +8.8% | 2,421 | +8.6% | 0.00% | 0.0% |
Q3 2019 | $114,000 | +3.6% | 2,230 | +3.0% | 0.00% | 0.0% |
Q2 2019 | $110,000 | +6.8% | 2,165 | +6.1% | 0.00% | 0.0% |
Q1 2019 | $103,000 | +19.8% | 2,041 | +16.9% | 0.00% | 0.0% |
Q4 2018 | $86,000 | -24.6% | 1,746 | -24.2% | 0.00% | -20.0% |
Q3 2018 | $114,000 | -24.5% | 2,304 | -24.3% | 0.01% | -28.6% |
Q2 2018 | $151,000 | +17.1% | 3,043 | +17.1% | 0.01% | -30.0% |
Q1 2018 | $129,000 | +10.3% | 2,599 | +12.1% | 0.01% | +11.1% |
Q4 2017 | $117,000 | +17.0% | 2,319 | +17.1% | 0.01% | +12.5% |
Q3 2017 | $100,000 | +28.2% | 1,980 | +28.4% | 0.01% | +14.3% |
Q2 2017 | $78,000 | +50.0% | 1,542 | +48.7% | 0.01% | +40.0% |
Q1 2017 | $52,000 | +160.0% | 1,037 | +161.2% | 0.01% | +150.0% |
Q4 2016 | $20,000 | – | 397 | – | 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% |