ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 209 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $570,258 | -59.2% | 11,882 | -59.0% | 0.01% | -62.5% |
| Q2 2023 | $1,396,745 | -50.8% | 28,973 | -50.5% | 0.02% | -55.6% |
| Q1 2023 | $2,840,187 | -63.7% | 58,543 | -68.7% | 0.04% | -82.9% |
| Q4 2022 | $7,828,028 | -10.4% | 186,885 | +1.4% | 0.21% | +47.6% |
| Q3 2022 | $8,733,000 | +21.2% | 184,226 | +23.9% | 0.14% | +20.2% |
| Q2 2022 | $7,206,000 | +301.4% | 148,696 | +308.9% | 0.12% | +310.3% |
| Q1 2022 | $1,795,000 | +74.3% | 36,364 | +80.2% | 0.03% | +81.2% |
| Q4 2021 | $1,030,000 | -8.2% | 20,177 | -7.1% | 0.02% | -42.9% |
| Q3 2021 | $1,122,000 | +141.3% | 21,720 | +142.3% | 0.03% | +133.3% |
| Q2 2021 | $465,000 | -58.8% | 8,964 | -58.8% | 0.01% | -64.7% |
| Q1 2021 | $1,128,000 | +297.2% | 21,783 | +301.1% | 0.03% | +277.8% |
| Q4 2020 | $284,000 | – | 5,431 | – | 0.01% | – |
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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% |