ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 223 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $34,717 | +11063.0% | 700 | -88.8% | 0.00% | -75.0% |
| Q4 2022 | $311 | -99.8% | 6,270 | +114.9% | 0.01% | +100.0% |
| Q3 2022 | $144,000 | +16.1% | 2,918 | +16.2% | 0.00% | 0.0% |
| Q2 2022 | $124,000 | -31.5% | 2,511 | -31.6% | 0.00% | +100.0% |
| Q1 2022 | $181,000 | +206.8% | 3,670 | +216.7% | 0.00% | +100.0% |
| Q4 2021 | $59,000 | -3.3% | 1,159 | -0.6% | 0.00% | 0.0% |
| Q3 2021 | $61,000 | 0.0% | 1,166 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $61,000 | +1.7% | 1,160 | +1.1% | 0.00% | 0.0% |
| Q1 2021 | $60,000 | 0.0% | 1,147 | +0.9% | 0.00% | -50.0% |
| Q4 2020 | $60,000 | +13.2% | 1,137 | +12.4% | 0.00% | -33.3% |
| Q3 2020 | $53,000 | +3.9% | 1,012 | +3.9% | 0.00% | -25.0% |
| Q2 2020 | $51,000 | -44.0% | 974 | -46.9% | 0.00% | -55.6% |
| Q1 2020 | $91,000 | -2.2% | 1,836 | +0.7% | 0.01% | +28.6% |
| Q4 2019 | $93,000 | +93.8% | 1,824 | +94.9% | 0.01% | +133.3% |
| Q3 2019 | $48,000 | +84.6% | 936 | +76.9% | 0.00% | +50.0% |
| Q4 2018 | $26,000 | +62.5% | 529 | +62.8% | 0.00% | +100.0% |
| Q3 2018 | $16,000 | +60.0% | 325 | +62.5% | 0.00% | – |
| Q2 2018 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2018 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2017 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q3 2017 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2017 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2017 | $10,000 | +100.0% | 200 | +100.0% | 0.00% | – |
| Q4 2016 | $5,000 | -98.2% | 100 | -98.2% | 0.00% | -100.0% |
| Q3 2016 | $278,000 | +7.8% | 5,468 | +8.2% | 0.01% | 0.0% |
| Q2 2016 | $258,000 | – | 5,054 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pensionmark Financial Group, LLC | 679,268 | $33,529,000 | 6.96% |
| Probity Advisors, Inc. | 571,859 | $28,227,000 | 5.82% |
| Destiny Wealth Partners, LLC | 456,601 | $22,538,000 | 4.39% |
| Mandatum Life Insurance Co Ltd | 423,075 | $20,883,000 | 3.86% |
| Buffington Mohr McNeal | 343,968 | $16,978,000 | 3.21% |
| DAGCO, INC. | 142,019 | $6,933,000 | 3.14% |
| GDS Wealth Management | 259,910 | $12,741,000 | 2.80% |
| CAMDEN NATIONAL BANK | 305,071 | $15,058,000 | 2.73% |
| Wolff Financial Management LLC | 138,938 | $6,858,000 | 2.72% |
| Curi Wealth Management, LLC | 306,539 | $15,130,000 | 2.62% |