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 | $6,465,118 | +1.1% | 134,704 | +1.6% | 0.02% | +5.9% |
| Q2 2023 | $6,391,875 | +31.2% | 132,584 | +32.0% | 0.02% | +41.7% |
| Q1 2023 | $4,870,786 | +128961.6% | 100,470 | +27.4% | 0.01% | +20.0% |
| Q4 2022 | $3,774 | -99.9% | 78,846 | -15.6% | 0.01% | -23.1% |
| Q3 2022 | $4,428,000 | -59.5% | 93,412 | -58.6% | 0.01% | -56.7% |
| Q2 2022 | $10,938,000 | +106.8% | 225,722 | +110.7% | 0.03% | +130.8% |
| Q1 2022 | $5,288,000 | +117.5% | 107,138 | +125.0% | 0.01% | +116.7% |
| Q4 2021 | $2,431,000 | +3.4% | 47,616 | +4.7% | 0.01% | 0.0% |
| Q3 2021 | $2,350,000 | -34.9% | 45,465 | -34.7% | 0.01% | -33.3% |
| Q2 2021 | $3,611,000 | -20.6% | 69,663 | -20.6% | 0.01% | -30.8% |
| Q1 2021 | $4,545,000 | +9.0% | 87,773 | +9.9% | 0.01% | +8.3% |
| Q4 2020 | $4,170,000 | +2.7% | 79,848 | +2.5% | 0.01% | -14.3% |
| Q3 2020 | $4,061,000 | +20.5% | 77,908 | +20.4% | 0.01% | +7.7% |
| Q2 2020 | $3,371,000 | – | 64,683 | – | 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% |