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 | $300,161 | -43.2% | 6,254 | -42.7% | 0.03% | +6.9% |
| Q1 2023 | $528,722 | -18.3% | 10,906 | -19.3% | 0.03% | -25.6% |
| Q4 2022 | $646,970 | +493.6% | 13,518 | +512.2% | 0.04% | +457.1% |
| Q1 2022 | $109,000 | -55.1% | 2,208 | -53.7% | 0.01% | -53.3% |
| Q4 2021 | $243,000 | -17.9% | 4,769 | -16.6% | 0.02% | -25.0% |
| Q3 2021 | $296,000 | -12.4% | 5,719 | -12.3% | 0.02% | -16.7% |
| Q2 2021 | $338,000 | 0.0% | 6,519 | 0.0% | 0.02% | -17.2% |
| Q1 2021 | $338,000 | -20.3% | 6,519 | -19.7% | 0.03% | -23.7% |
| Q4 2020 | $424,000 | -38.0% | 8,121 | -39.4% | 0.04% | -19.1% |
| Q3 2020 | $684,000 | +100.6% | 13,391 | +104.6% | 0.05% | +6.8% |
| Q2 2020 | $341,000 | +2.4% | 6,545 | -1.5% | 0.04% | -24.1% |
| Q1 2020 | $333,000 | -2.6% | 6,647 | -0.9% | 0.06% | +34.9% |
| Q4 2019 | $342,000 | +5.6% | 6,708 | +6.0% | 0.04% | -17.3% |
| Q3 2019 | $324,000 | +0.9% | 6,329 | +0.4% | 0.05% | -17.5% |
| Q2 2019 | $321,000 | +3.5% | 6,306 | +0.9% | 0.06% | -20.3% |
| Q4 2018 | $310,000 | +20.2% | 6,250 | +22.5% | 0.08% | +31.7% |
| Q3 2017 | $258,000 | – | 5,100 | – | 0.06% | – |
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% |