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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $131,266 | -0.4% | 2,735 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $131,854 | -0.6% | 2,735 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $132,593 | +1.3% | 2,735 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $130,897 | +0.7% | 2,735 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $130,000 | -2.3% | 2,735 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $133,000 | -1.5% | 2,735 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $135,000 | -3.6% | 2,735 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $140,000 | -0.7% | 2,735 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $141,000 | -0.7% | 2,735 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $142,000 | 0.0% | 2,735 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $142,000 | -0.7% | 2,735 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $143,000 | -14.9% | 2,735 | -14.9% | 0.01% | -20.0% |
| Q3 2020 | $168,000 | -56.7% | 3,215 | -56.9% | 0.01% | -60.0% |
| Q2 2020 | $388,000 | +183.2% | 7,457 | +172.7% | 0.02% | +127.3% |
| Q1 2020 | $137,000 | -2.1% | 2,735 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $140,000 | 0.0% | 2,735 | 0.0% | 0.01% | -8.3% |
| Q3 2019 | $140,000 | +0.7% | 2,735 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $139,000 | +3375.0% | 2,735 | +3235.4% | 0.01% | +1300.0% |
| Q2 2018 | $4,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | 0.0% | 82 | +1.2% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | -50.0% | 81 | -49.4% | 0.00% | 0.0% |
| Q1 2017 | $8,000 | – | 160 | – | 0.00% | – |
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% |