ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 234 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $493,838 | -54.9% | 10,289 | -54.7% | 0.26% | -55.6% |
| Q2 2023 | $1,094,866 | -78.2% | 22,710 | -78.1% | 0.57% | -79.1% |
| Q1 2023 | $5,031,078 | +36.5% | 103,776 | +34.8% | 2.75% | +23.0% |
| Q4 2022 | $3,684,752 | +17.3% | 76,990 | +16.2% | 2.24% | +15.9% |
| Q3 2022 | $3,141,000 | +6.8% | 66,260 | +9.2% | 1.93% | -2.1% |
| Q2 2022 | $2,941,000 | +249.7% | 60,680 | +256.3% | 1.97% | +287.0% |
| Q1 2022 | $841,000 | +284.0% | 17,031 | +296.4% | 0.51% | +279.9% |
| Q4 2021 | $219,000 | – | 4,296 | – | 0.13% | – |
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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% |