ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 207 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $48,210 | -0.6% | 1,000 | 0.0% | 0.02% | -20.0% |
| Q1 2023 | $48,480 | +1.3% | 1,000 | 0.0% | 0.02% | -7.4% |
| Q4 2022 | $47,860 | -25.2% | 1,000 | -26.5% | 0.03% | -30.8% |
| Q3 2022 | $64,000 | -3.0% | 1,360 | 0.0% | 0.04% | -2.5% |
| Q2 2022 | $66,000 | -1.5% | 1,360 | 0.0% | 0.04% | +2.6% |
| Q1 2022 | $67,000 | -2.9% | 1,360 | 0.0% | 0.04% | -4.9% |
| Q4 2021 | $69,000 | -1.4% | 1,360 | 0.0% | 0.04% | -18.0% |
| Q2 2021 | $70,000 | 0.0% | 1,360 | 0.0% | 0.05% | -15.3% |
| Q1 2021 | $70,000 | -1.4% | 1,360 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $71,000 | 0.0% | 1,360 | 0.0% | 0.06% | -16.9% |
| Q3 2020 | $71,000 | 0.0% | 1,360 | 0.0% | 0.07% | -9.0% |
| Q2 2020 | $71,000 | +4.4% | 1,360 | 0.0% | 0.08% | -16.1% |
| Q1 2020 | $68,000 | -2.9% | 1,360 | 0.0% | 0.09% | +19.2% |
| Q3 2019 | $70,000 | +1.4% | 1,360 | 0.0% | 0.08% | -1.3% |
| Q2 2019 | $69,000 | 0.0% | 1,360 | 0.0% | 0.08% | +8.2% |
| Q1 2019 | $69,000 | +3.0% | 1,360 | 0.0% | 0.07% | -6.4% |
| Q4 2018 | $67,000 | – | 1,360 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pensionmark Financial Group, LLC | 679,268 | $33,529,000 | 6.96% |
| Probity Advisors, Inc. | 571,859 | $28,227,000 | 5.82% |
| Destiny Wealth Partners, LLC | 456,601 | $22,538,000 | 4.39% |
| Mandatum Life Insurance Co Ltd | 423,075 | $20,883,000 | 3.86% |
| Buffington Mohr McNeal | 343,968 | $16,978,000 | 3.21% |
| DAGCO, INC. | 142,019 | $6,933,000 | 3.14% |
| GDS Wealth Management | 259,910 | $12,741,000 | 2.80% |
| CAMDEN NATIONAL BANK | 305,071 | $15,058,000 | 2.73% |
| Wolff Financial Management LLC | 138,938 | $6,858,000 | 2.72% |
| Curi Wealth Management, LLC | 306,539 | $15,130,000 | 2.62% |