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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $193,981 | +4.1% | 4,001 | +2.7% | 0.01% | -16.7% |
| Q4 2022 | $186,379 | -44.7% | 3,894 | -43.0% | 0.01% | -40.0% |
| Q1 2022 | $337,000 | -20.3% | 6,837 | -17.6% | 0.01% | -16.7% |
| Q4 2021 | $423,000 | -0.7% | 8,293 | +0.5% | 0.01% | -14.3% |
| Q3 2021 | $426,000 | -77.5% | 8,252 | -77.4% | 0.01% | -76.7% |
| Q2 2021 | $1,891,000 | +3.0% | 36,474 | +2.9% | 0.06% | -11.8% |
| Q1 2021 | $1,836,000 | +0.5% | 35,447 | +1.4% | 0.07% | -6.8% |
| Q4 2020 | $1,826,000 | +2.4% | 34,962 | +2.1% | 0.07% | -13.1% |
| Q3 2020 | $1,784,000 | +4.1% | 34,235 | +4.2% | 0.08% | -10.6% |
| Q2 2020 | $1,713,000 | +6.4% | 32,864 | +2.4% | 0.09% | -10.5% |
| Q1 2020 | $1,610,000 | +3.7% | 32,106 | +5.5% | 0.10% | +28.0% |
| Q4 2019 | $1,553,000 | +48.2% | 30,429 | +48.0% | 0.08% | +28.1% |
| Q3 2019 | $1,048,000 | 0.0% | 20,554 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $1,048,000 | +482.2% | 20,554 | +475.9% | 0.06% | +392.3% |
| Q1 2019 | $180,000 | +1.7% | 3,569 | +0.0% | 0.01% | -13.3% |
| Q4 2018 | $177,000 | -3.3% | 3,568 | -3.3% | 0.02% | +15.4% |
| Q3 2018 | $183,000 | -5.7% | 3,691 | -5.4% | 0.01% | -13.3% |
| Q2 2018 | $194,000 | -23.0% | 3,900 | -23.0% | 0.02% | -25.0% |
| Q1 2018 | $252,000 | -28.4% | 5,066 | -27.7% | 0.02% | -35.5% |
| Q4 2017 | $352,000 | +2414.3% | 7,008 | +2420.9% | 0.03% | +1450.0% |
| Q3 2017 | $14,000 | -67.4% | 278 | -67.3% | 0.00% | -66.7% |
| Q2 2017 | $43,000 | -14.0% | 850 | -14.7% | 0.01% | -14.3% |
| Q1 2017 | $50,000 | – | 996 | – | 0.01% | – |
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% |