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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,122,857 | +9.5% | 44,230 | +10.0% | 0.05% | +4.5% |
| Q2 2023 | $1,939,346 | +25.2% | 40,227 | +25.9% | 0.04% | +7.3% |
| Q1 2023 | $1,549,107 | -19.2% | 31,953 | -20.2% | 0.04% | -16.3% |
| Q4 2022 | $1,917,093 | -22.7% | 40,056 | -23.4% | 0.05% | -29.0% |
| Q3 2022 | $2,480,000 | -8.9% | 52,318 | -6.8% | 0.07% | 0.0% |
| Q2 2022 | $2,721,000 | -4.8% | 56,154 | -3.0% | 0.07% | +7.8% |
| Q1 2022 | $2,858,000 | +187.8% | 57,894 | +197.8% | 0.06% | +190.9% |
| Q4 2021 | $993,000 | +12.3% | 19,443 | +13.7% | 0.02% | -4.3% |
| Q3 2021 | $884,000 | +24.0% | 17,099 | +24.4% | 0.02% | +27.8% |
| Q2 2021 | $713,000 | +4.9% | 13,747 | +4.7% | 0.02% | -5.3% |
| Q1 2021 | $680,000 | -0.6% | 13,133 | +0.2% | 0.02% | -5.0% |
| Q4 2020 | $684,000 | +43.7% | 13,105 | +43.5% | 0.02% | +25.0% |
| Q3 2020 | $476,000 | 0.0% | 9,133 | 0.0% | 0.02% | -5.9% |
| Q2 2020 | $476,000 | -43.7% | 9,133 | -45.8% | 0.02% | -56.4% |
| Q1 2020 | $845,000 | -11.6% | 16,848 | -10.0% | 0.04% | +2.6% |
| Q4 2019 | $956,000 | +1.3% | 18,727 | +1.5% | 0.04% | -7.3% |
| Q3 2019 | $944,000 | +34.7% | 18,455 | +34.2% | 0.04% | +36.7% |
| Q2 2019 | $701,000 | +47.6% | 13,747 | +46.0% | 0.03% | +42.9% |
| Q1 2019 | $475,000 | +3066.7% | 9,415 | +2997.0% | 0.02% | +2000.0% |
| Q3 2018 | $15,000 | 0.0% | 304 | +1.0% | 0.00% | 0.0% |
| Q1 2018 | $15,000 | – | 301 | – | 0.00% | – |
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% |