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 2022 | $554,000 | -2.3% | 11,695 | 0.0% | 0.17% | +3.0% |
| Q2 2022 | $567,000 | +559.3% | 11,695 | +568.3% | 0.17% | +668.2% |
| Q1 2022 | $86,000 | -63.2% | 1,750 | -61.8% | 0.02% | -61.4% |
| Q4 2021 | $234,000 | -1.3% | 4,585 | 0.0% | 0.06% | -6.6% |
| Q3 2021 | $237,000 | -0.4% | 4,585 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $238,000 | -0.8% | 4,585 | -1.2% | 0.06% | -7.6% |
| Q1 2021 | $240,000 | -0.8% | 4,643 | 0.0% | 0.07% | -5.7% |
| Q4 2020 | $242,000 | 0.0% | 4,643 | 0.0% | 0.07% | -17.6% |
| Q3 2020 | $242,000 | 0.0% | 4,643 | 0.0% | 0.08% | -8.6% |
| Q2 2020 | $242,000 | +3.9% | 4,643 | 0.0% | 0.09% | -13.1% |
| Q1 2020 | $233,000 | -1.7% | 4,643 | 0.0% | 0.11% | +27.4% |
| Q4 2019 | $237,000 | 0.0% | 4,643 | 0.0% | 0.08% | -9.7% |
| Q3 2019 | $237,000 | 0.0% | 4,643 | 0.0% | 0.09% | +2.2% |
| Q2 2019 | $237,000 | +1.3% | 4,643 | 0.0% | 0.09% | -6.2% |
| Q1 2019 | $234,000 | -19.3% | 4,643 | -20.6% | 0.10% | -33.1% |
| Q4 2018 | $290,000 | +28.3% | 5,848 | +28.6% | 0.14% | +45.0% |
| Q3 2018 | $226,000 | +804.0% | 4,549 | +793.7% | 0.10% | +733.3% |
| Q2 2018 | $25,000 | 0.0% | 509 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $25,000 | – | 509 | – | 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% |