ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 226 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17,793,659 | -0.9% | 370,629 | -0.4% | 0.03% | -18.8% |
Q2 2023 | $17,948,025 | -2.8% | 372,195 | -2.2% | 0.03% | -8.6% |
Q1 2023 | $18,462,518 | +8.7% | 380,747 | +7.3% | 0.04% | +2.9% |
Q4 2022 | $16,986,667 | +0.9% | 354,873 | -0.1% | 0.03% | -10.5% |
Q3 2022 | $16,831,000 | +0.6% | 355,100 | +2.9% | 0.04% | +2.7% |
Q2 2022 | $16,730,000 | -12.6% | 345,221 | -5.9% | 0.04% | 0.0% |
Q1 2022 | $19,147,000 | +1.2% | 366,882 | -1.1% | 0.04% | +2.8% |
Q4 2021 | $18,929,000 | +1.7% | 370,844 | +3.0% | 0.04% | -7.7% |
Q3 2021 | $18,606,000 | +3.1% | 360,003 | +3.4% | 0.04% | 0.0% |
Q2 2021 | $18,051,000 | +18.9% | 348,314 | +18.7% | 0.04% | +5.4% |
Q1 2021 | $15,187,000 | +13.8% | 293,367 | +14.8% | 0.04% | +2.8% |
Q4 2020 | $13,342,000 | +26.3% | 255,496 | +26.1% | 0.04% | +12.5% |
Q3 2020 | $10,564,000 | +20.4% | 202,676 | +20.4% | 0.03% | +10.3% |
Q2 2020 | $8,773,000 | +47.3% | 168,310 | -41.6% | 0.03% | +20.8% |
Q1 2020 | $5,955,000 | – | 288,295 | – | 0.02% | – |
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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% |