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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $454,000 | -4.8% | 8,704 | -8.5% | 0.38% | -22.5% |
| Q1 2020 | $477,000 | -42.9% | 9,515 | -41.8% | 0.48% | -22.4% |
| Q4 2019 | $835,000 | -100.0% | 16,350 | -81.5% | 0.62% | -80.0% |
| Q3 2019 | $4,523,791,000 | +105202.4% | 88,459 | +5.0% | 3.13% | -7.8% |
| Q2 2019 | $4,296,000 | +35.0% | 84,279 | +33.6% | 3.39% | +22.3% |
| Q1 2019 | $3,183,000 | +57.8% | 63,086 | +54.9% | 2.78% | +30.5% |
| Q4 2018 | $2,017,000 | -43.2% | 40,730 | -43.0% | 2.13% | -35.5% |
| Q3 2018 | $3,551,000 | +2.2% | 71,509 | +2.2% | 3.30% | +1.9% |
| Q2 2018 | $3,473,000 | +54.8% | 69,977 | +55.1% | 3.24% | +58.6% |
| Q1 2018 | $2,244,000 | +29.9% | 45,111 | +31.3% | 2.04% | +22.1% |
| Q4 2017 | $1,727,000 | – | 34,361 | – | 1.67% | – |
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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% |