ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 207 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $40,000 | -98.9% | 805 | -98.8% | 0.00% | -98.9% |
| Q4 2021 | $3,525,000 | +16.3% | 69,044 | +17.7% | 0.35% | +8.3% |
| Q3 2021 | $3,032,000 | -28.5% | 58,677 | -28.2% | 0.33% | -28.4% |
| Q2 2021 | $4,238,000 | -29.6% | 81,770 | -29.7% | 0.46% | -32.0% |
| Q1 2021 | $6,020,000 | +65.9% | 116,256 | +67.3% | 0.67% | +44.2% |
| Q4 2020 | $3,628,000 | +5.1% | 69,483 | +5.0% | 0.46% | -4.3% |
| Q3 2020 | $3,451,000 | – | 66,203 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pensionmark Financial Group, LLC | 679,268 | $33,529,000 | 6.96% |
| Probity Advisors, Inc. | 571,859 | $28,227,000 | 5.82% |
| Destiny Wealth Partners, LLC | 456,601 | $22,538,000 | 4.39% |
| Mandatum Life Insurance Co Ltd | 423,075 | $20,883,000 | 3.86% |
| Buffington Mohr McNeal | 343,968 | $16,978,000 | 3.21% |
| DAGCO, INC. | 142,019 | $6,933,000 | 3.14% |
| GDS Wealth Management | 259,910 | $12,741,000 | 2.80% |
| CAMDEN NATIONAL BANK | 305,071 | $15,058,000 | 2.73% |
| Wolff Financial Management LLC | 138,938 | $6,858,000 | 2.72% |
| Curi Wealth Management, LLC | 306,539 | $15,130,000 | 2.62% |