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 | $1,371,292 | -1.6% | 28,572 | -1.1% | 0.17% | +7.7% |
| Q2 2023 | $1,393,009 | -7.6% | 28,895 | -7.1% | 0.16% | -8.2% |
| Q1 2023 | $1,507,947 | -73.2% | 31,105 | -73.5% | 0.17% | -73.1% |
| Q4 2022 | $5,621,002 | -99.9% | 117,447 | +21.4% | 0.63% | +19.7% |
| Q3 2022 | $4,587,311,000 | -6.2% | 96,779 | -4.1% | 0.53% | +1.3% |
| Q2 2022 | $4,891,016,000 | +86774.2% | 100,929 | -11.5% | 0.52% | +3.4% |
| Q1 2022 | $5,630,000 | -35.2% | 114,059 | -33.0% | 0.50% | -20.6% |
| Q4 2021 | $8,687,000 | +79.9% | 170,159 | +80.7% | 0.64% | +48.9% |
| Q1 2020 | $4,828,000 | -12.3% | 94,143 | -12.7% | 0.43% | -12.0% |
| Q4 2019 | $5,504,000 | -10.2% | 107,834 | -10.0% | 0.48% | -9.0% |
| Q3 2019 | $6,129,000 | -12.1% | 119,843 | -12.4% | 0.53% | -8.7% |
| Q2 2019 | $6,972,000 | -8.3% | 136,793 | -9.3% | 0.58% | -4.3% |
| Q1 2019 | $7,607,000 | +328.6% | 150,789 | +320.7% | 0.61% | +342.0% |
| Q4 2018 | $1,775,000 | +41.2% | 35,845 | +41.6% | 0.14% | +74.7% |
| Q3 2018 | $1,257,000 | +2.1% | 25,308 | +2.0% | 0.08% | +6.8% |
| Q2 2018 | $1,231,000 | -33.2% | 24,808 | -33.0% | 0.07% | -21.3% |
| Q1 2018 | $1,843,000 | +70.2% | 37,053 | +72.0% | 0.09% | +70.9% |
| Q4 2017 | $1,083,000 | -3.6% | 21,548 | -2.9% | 0.06% | -11.3% |
| Q3 2017 | $1,123,000 | +6.2% | 22,186 | +6.1% | 0.06% | +3.3% |
| Q2 2017 | $1,057,000 | – | 20,917 | – | 0.06% | – |
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% |