ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 203 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,313,047 | -18.9% | 27,358 | -18.6% | 0.02% | 0.0% |
Q2 2023 | $1,619,567 | +95789.1% | 33,594 | -3.6% | 0.02% | -17.2% |
Q1 2023 | $1,689 | +0.6% | 34,847 | -0.6% | 0.03% | -12.1% |
Q4 2022 | $1,679 | -99.9% | 35,073 | +42.2% | 0.03% | +22.2% |
Q3 2022 | $1,169,000 | -8.5% | 24,665 | -6.4% | 0.03% | -3.6% |
Q2 2022 | $1,278,000 | -17.5% | 26,365 | -16.0% | 0.03% | -6.7% |
Q1 2022 | $1,550,000 | -68.1% | 31,392 | -66.3% | 0.03% | -73.9% |
Q4 2021 | $4,866,000 | +82.0% | 93,186 | +80.1% | 0.12% | +117.0% |
Q3 2021 | $2,674,000 | -13.2% | 51,750 | -12.9% | 0.05% | -13.1% |
Q2 2021 | $3,079,000 | -29.9% | 59,408 | -30.0% | 0.06% | -40.8% |
Q1 2021 | $4,394,000 | -9.2% | 84,861 | -8.4% | 0.10% | -12.7% |
Q4 2020 | $4,837,000 | -5.6% | 92,636 | -5.8% | 0.12% | -17.5% |
Q3 2020 | $5,124,000 | +18.6% | 98,311 | +18.5% | 0.14% | +6.7% |
Q2 2020 | $4,322,000 | – | 82,931 | – | 0.13% | – |
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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% |