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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $204,000 | -23.9% | 4,133 | -21.1% | 0.03% | -19.0% |
| Q4 2021 | $268,000 | -12.1% | 5,240 | -11.3% | 0.04% | -20.8% |
| Q3 2021 | $305,000 | +1.0% | 5,905 | +1.3% | 0.05% | -36.1% |
| Q2 2021 | $302,000 | -16.6% | 5,829 | -16.6% | 0.08% | -27.2% |
| Q1 2021 | $362,000 | -11.9% | 6,989 | -11.2% | 0.11% | -11.6% |
| Q4 2020 | $411,000 | -10.3% | 7,869 | -10.5% | 0.13% | -22.3% |
| Q3 2020 | $458,000 | -29.9% | 8,795 | -29.8% | 0.17% | -39.9% |
| Q2 2020 | $653,000 | +27.3% | 12,530 | +22.6% | 0.28% | +1.1% |
| Q1 2020 | $513,000 | – | 10,223 | – | 0.27% | – |
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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% |