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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $252,000 | -1.2% | 4,927 | 0.0% | 0.06% | +3.2% |
| Q3 2021 | $255,000 | -19.3% | 4,927 | -19.1% | 0.06% | -12.7% |
| Q2 2021 | $316,000 | +13.3% | 6,092 | +13.0% | 0.07% | -7.8% |
| Q1 2021 | $279,000 | -27.7% | 5,392 | -27.1% | 0.08% | -33.6% |
| Q4 2020 | $386,000 | -34.2% | 7,392 | -34.4% | 0.12% | -47.7% |
| Q3 2020 | $587,000 | -24.6% | 11,272 | -24.6% | 0.22% | -26.5% |
| Q2 2020 | $779,000 | +0.1% | 14,942 | -3.8% | 0.30% | -18.6% |
| Q1 2020 | $778,000 | -19.6% | 15,526 | -18.1% | 0.37% | -5.8% |
| Q4 2019 | $968,000 | +60.8% | 18,964 | +61.2% | 0.39% | +48.7% |
| Q3 2019 | $602,000 | -2.6% | 11,767 | -2.9% | 0.26% | -0.7% |
| Q2 2019 | $618,000 | -46.2% | 12,117 | -46.7% | 0.27% | -46.0% |
| Q1 2019 | $1,148,000 | +0.3% | 22,753 | -1.2% | 0.49% | +23.5% |
| Q3 2018 | $1,144,000 | -11.5% | 23,039 | -11.6% | 0.40% | -15.3% |
| Q2 2018 | $1,293,000 | -65.5% | 26,056 | -65.4% | 0.47% | -63.4% |
| Q1 2018 | $3,748,000 | – | 75,356 | – | 1.29% | – |
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% |