Pensionmark Financial Group, LLC - ISHARES TR ownership

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
Pensionmark Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$36,135,595
+2.8%
752,903
+3.3%
7.16%
+5.3%
Q2 2023$35,149,654
+3.0%
729,095
+3.6%
6.80%
-4.3%
Q1 2023$34,121,195
+7.7%
703,820
+6.4%
7.11%
-2.1%
Q4 2022$31,673,271
+0.5%
661,790
-0.5%
7.26%
-3.0%
Q3 2022$31,527,000
-2.4%
665,117
+0.7%
7.49%
+10.3%
Q2 2022$32,303,000
-3.7%
660,337
-2.8%
6.78%
-2.5%
Q1 2022$33,529,000
-3.3%
679,268
-2.0%
6.96%
-4.0%
Q4 2021$34,669,000
+0.7%
692,820
+4.0%
7.25%
-7.0%
Q3 2021$34,435,000
+3.4%
666,313
+3.7%
7.79%
+2.3%
Q2 2021$33,313,000
-0.5%
642,728
-0.5%
7.62%
-5.5%
Q1 2021$33,490,000
+25.3%
645,775
+25.9%
8.07%
+19.1%
Q4 2020$26,735,000
+95.4%
512,942
+95.4%
6.77%
+44.7%
Q3 2020$13,679,000
+4.5%
262,459
+4.7%
4.68%
+2.3%
Q2 2020$13,090,000
-8.6%
250,664
-12.3%
4.58%
-31.2%
Q1 2020$14,327,000
-8.1%
285,734
-6.5%
6.65%
+9.4%
Q4 2019$15,590,000
-14.8%
305,446
-14.6%
6.08%
-22.5%
Q3 2019$18,299,000
+4.6%
357,824
+4.4%
7.84%
+1.6%
Q2 2019$17,497,000
+15.7%
342,738
+14.3%
7.72%
+12.1%
Q1 2019$15,122,000
+2.9%
299,743
+1.0%
6.88%
+4.4%
Q4 2018$14,696,000296,7056.59%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 2,170,462$104,171,33411.59%
Pensionmark Financial Group, LLC 752,903$36,135,5957.16%
Probity Advisors, Inc. 594,531$28,534,5246.58%
Wiser Wealth Management, Inc 292,044$14,016,6455.70%
INTEGRAL INVESTMENT ADVISORS, INC. 132,897$6,378,4024.46%
GREENUP STREET WEALTH MANAGEMENT LLC 248,563$11,929,7893.90%
River Wealth Advisors LLC 354,876$17,032,2603.05%
Global Wealth Management Investment Advisory, Inc. 223,687$10,735,8573.01%
Coombe, Bender & Co LLC 75,947$3,645,0772.74%
DecisionPoint Financial, LLC 103,399$4,962,6362.60%
View complete list of ISHARES TR shareholders