ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 233 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,820,443 | -12.5% | 100,436 | -12.1% | 0.23% | -20.3% |
| Q2 2023 | $5,509,163 | -55.8% | 114,274 | -55.6% | 0.29% | -60.8% |
| Q1 2023 | $12,476,107 | -20.2% | 257,345 | -21.3% | 0.73% | -31.6% |
| Q4 2022 | $15,641,638 | -15.1% | 326,821 | -15.9% | 1.07% | -24.0% |
| Q3 2022 | $18,430,000 | +3.1% | 388,818 | +5.4% | 1.40% | +2.3% |
| Q2 2022 | $17,878,000 | +16.9% | 368,930 | +19.1% | 1.37% | +29.0% |
| Q1 2022 | $15,288,000 | +35.2% | 309,733 | +39.9% | 1.06% | +31.7% |
| Q4 2021 | $11,306,000 | +18.3% | 221,470 | +19.7% | 0.81% | +12.2% |
| Q3 2021 | $9,561,000 | +16.1% | 184,997 | +16.5% | 0.72% | +10.4% |
| Q2 2021 | $8,233,000 | +35.1% | 158,854 | +34.9% | 0.65% | +15.2% |
| Q1 2021 | $6,096,000 | +56.3% | 117,733 | +57.6% | 0.57% | +55.1% |
| Q4 2020 | $3,900,000 | +100.3% | 74,681 | +99.9% | 0.36% | +65.2% |
| Q3 2020 | $1,947,000 | +33.1% | 37,363 | +33.1% | 0.22% | +11.6% |
| Q2 2020 | $1,463,000 | +94.3% | 28,062 | +86.8% | 0.20% | +44.5% |
| Q1 2020 | $753,000 | +34.2% | 15,025 | +36.7% | 0.14% | +80.3% |
| Q4 2019 | $561,000 | – | 10,991 | – | 0.08% | – |
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% |