ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 230 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $20,883,000 | -3.3% | 423,075 | 0.0% | 3.86% | -32.3% |
| Q4 2021 | $21,598,000 | -1.2% | 423,075 | 0.0% | 5.71% | +40.8% |
| Q3 2021 | $21,865,000 | -50.3% | 423,075 | -50.1% | 4.05% | -49.2% |
| Q2 2021 | $43,965,000 | +0.1% | 848,258 | +0.0% | 7.98% | -8.2% |
| Q1 2021 | $43,910,000 | -2.8% | 848,006 | -1.9% | 8.69% | -7.6% |
| Q4 2020 | $45,162,000 | +0.3% | 864,843 | +0.1% | 9.41% | -5.0% |
| Q3 2020 | $45,028,000 | +0.3% | 863,924 | +0.3% | 9.90% | -8.1% |
| Q2 2020 | $44,893,000 | +142.7% | 861,348 | +133.5% | 10.78% | +117.8% |
| Q1 2020 | $18,496,000 | -2.3% | 368,882 | -0.6% | 4.95% | +25.6% |
| Q4 2019 | $18,938,000 | -49.0% | 371,048 | -48.9% | 3.94% | -47.0% |
| Q3 2019 | $37,106,000 | +3.8% | 725,576 | +3.5% | 7.44% | -1.0% |
| Q2 2019 | $35,736,000 | +59.4% | 701,117 | +57.8% | 7.51% | +54.4% |
| Q1 2019 | $22,419,000 | +7.1% | 444,386 | +5.2% | 4.86% | -2.3% |
| Q4 2018 | $20,926,000 | -47.2% | 422,489 | -47.0% | 4.98% | -33.8% |
| Q3 2018 | $39,596,000 | -36.0% | 797,338 | -36.1% | 7.51% | -36.7% |
| Q2 2018 | $61,907,000 | +46.4% | 1,247,362 | +46.7% | 11.87% | +51.1% |
| Q1 2018 | $42,284,000 | -22.1% | 850,103 | -21.3% | 7.86% | -7.0% |
| Q4 2017 | $54,266,000 | +42.2% | 1,079,713 | +43.2% | 8.44% | +64.5% |
| Q3 2017 | $38,175,000 | +12.3% | 754,139 | +12.1% | 5.13% | +10.1% |
| Q2 2017 | $33,995,000 | – | 672,898 | – | 4.66% | – |
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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% |