ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 234 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,326,752 | +0.6% | 27,367 | -0.7% | 0.50% | -9.5% |
| Q4 2022 | $1,319,022 | +1.8% | 27,560 | +0.8% | 0.56% | -3.1% |
| Q3 2022 | $1,296,000 | -33.2% | 27,334 | -31.7% | 0.57% | -31.5% |
| Q2 2022 | $1,940,000 | -40.6% | 40,029 | -39.5% | 0.84% | -31.8% |
| Q1 2022 | $3,264,000 | +34.3% | 66,129 | +38.9% | 1.23% | +32.6% |
| Q4 2021 | $2,430,000 | +3.6% | 47,604 | +4.9% | 0.93% | -1.5% |
| Q3 2021 | $2,345,000 | +73.6% | 45,372 | +74.1% | 0.94% | +71.8% |
| Q2 2021 | $1,351,000 | -23.3% | 26,060 | -23.4% | 0.55% | -29.9% |
| Q1 2021 | $1,761,000 | -0.1% | 34,012 | +0.8% | 0.78% | -3.7% |
| Q4 2020 | $1,762,000 | +0.4% | 33,735 | +0.2% | 0.81% | -11.7% |
| Q3 2020 | $1,755,000 | +5.0% | 33,670 | +4.9% | 0.92% | +0.4% |
| Q2 2020 | $1,672,000 | +0.1% | 32,083 | -3.7% | 0.91% | -14.5% |
| Q1 2020 | $1,671,000 | -3.2% | 33,321 | -1.5% | 1.07% | +17.1% |
| Q4 2019 | $1,727,000 | +1.8% | 33,838 | +2.1% | 0.91% | -6.3% |
| Q3 2019 | $1,696,000 | -0.2% | 33,155 | -0.6% | 0.97% | +7.5% |
| Q2 2019 | $1,700,000 | +0.8% | 33,346 | -0.3% | 0.90% | -11.3% |
| Q1 2019 | $1,687,000 | +2.3% | 33,443 | +0.4% | 1.02% | -7.4% |
| Q4 2018 | $1,649,000 | – | 33,297 | – | 1.10% | – |
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% |