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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,739,638 | +1.1% | 98,753 | +1.6% | 0.55% | +2.6% |
| Q2 2023 | $4,685,889 | -0.6% | 97,197 | -0.0% | 0.54% | -1.7% |
| Q1 2023 | $4,712,248 | +3.0% | 97,200 | +1.7% | 0.54% | +2.6% |
| Q4 2022 | $4,573,152 | -10.0% | 95,553 | -10.9% | 0.53% | -18.0% |
| Q3 2022 | $5,084,000 | -26.8% | 107,263 | -25.2% | 0.65% | -23.3% |
| Q2 2022 | $6,947,000 | +45.3% | 143,355 | +48.0% | 0.84% | +62.2% |
| Q1 2022 | $4,780,000 | +190.0% | 96,836 | +200.0% | 0.52% | +214.5% |
| Q4 2021 | $1,648,000 | – | 32,278 | – | 0.16% | – |
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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% |