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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |