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 | $2,156,084 | -5.5% | 44,923 | -5.1% | 0.07% | -4.3% |
| Q2 2023 | $2,282,204 | -5.3% | 47,339 | -4.8% | 0.07% | -11.5% |
| Q1 2023 | $2,410,196 | +1.3% | 49,715 | +0.0% | 0.08% | -4.9% |
| Q4 2022 | $2,378,707 | +10.9% | 49,701 | +9.8% | 0.08% | -18.0% |
| Q3 2022 | $2,145,000 | -2.2% | 45,260 | 0.0% | 0.10% | -2.9% |
| Q2 2022 | $2,193,000 | -10.9% | 45,260 | -9.2% | 0.10% | -1.9% |
| Q1 2022 | $2,460,000 | – | 49,839 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pensionmark Financial Group, LLC | 666,313 | $34,435,000 | 7.79% |
| B, B, H, & B INC. | 141,890 | $7,333,000 | 6.68% |
| Wolff Financial Management LLC | 145,035 | $7,495,000 | 6.51% |
| Curi Wealth Management, LLC | 264,653 | $13,677,000 | 6.29% |
| Probity Advisors, Inc. | 489,831 | $25,314,000 | 5.23% |
| Destiny Wealth Partners, LLC | 395,225 | $20,425,000 | 4.10% |
| Mandatum Life Insurance Co Ltd | 423,075 | $21,865,000 | 4.05% |
| Asset Planning Services, Ltd. | 143,618 | $7,422,000 | 3.56% |
| Buffington Mohr McNeal | 321,569 | $16,619,000 | 3.19% |
| Rosenberg Matthew Hamilton | 154,748 | $7,997,000 | 3.16% |