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 2023 | $594,189 | -1.8% | 12,325 | -1.2% | 0.07% | -8.1% |
| Q1 2023 | $604,788 | -0.3% | 12,475 | -1.6% | 0.07% | -1.3% |
| Q4 2022 | $606,626 | -17.5% | 12,675 | -18.2% | 0.08% | -23.5% |
| Q3 2022 | $735,000 | -2.1% | 15,500 | 0.0% | 0.10% | +6.5% |
| Q2 2022 | $751,000 | -1.8% | 15,500 | 0.0% | 0.09% | +12.2% |
| Q1 2022 | $765,000 | -14.3% | 15,500 | -11.4% | 0.08% | -12.8% |
| Q4 2021 | $893,000 | -1.9% | 17,500 | -0.6% | 0.09% | -6.0% |
| Q3 2021 | $910,000 | -0.2% | 17,600 | 0.0% | 0.10% | -1.0% |
| Q2 2021 | $912,000 | +0.1% | 17,600 | 0.0% | 0.10% | -5.6% |
| Q1 2021 | $911,000 | -4.1% | 17,600 | -3.3% | 0.11% | -20.1% |
| Q4 2020 | $950,000 | -2.8% | 18,200 | -2.9% | 0.13% | -15.7% |
| Q3 2020 | $977,000 | -1.3% | 18,750 | -1.3% | 0.16% | -8.6% |
| Q2 2020 | $990,000 | +3.3% | 19,000 | -0.5% | 0.17% | -10.3% |
| Q1 2020 | $958,000 | -7.2% | 19,100 | -5.5% | 0.19% | -27.1% |
| Q4 2019 | $1,032,000 | -0.1% | 20,210 | +0.0% | 0.27% | +0.4% |
| Q3 2019 | $1,033,000 | +0.3% | 20,200 | 0.0% | 0.26% | -5.7% |
| Q2 2019 | $1,030,000 | +1.1% | 20,200 | 0.0% | 0.28% | -5.1% |
| Q1 2019 | $1,019,000 | +1.8% | 20,200 | 0.0% | 0.30% | -14.0% |
| Q4 2018 | $1,001,000 | – | 20,200 | – | 0.34% | – |
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% |