ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 209 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $525,000 | -3.3% | 10,630 | +0.0% | 0.26% | -8.0% |
| Q4 2021 | $543,000 | -30.1% | 10,627 | -29.4% | 0.29% | -37.3% |
| Q3 2021 | $777,000 | -7.7% | 15,044 | -7.4% | 0.46% | -9.7% |
| Q2 2021 | $842,000 | -14.9% | 16,251 | -15.0% | 0.51% | -23.9% |
| Q1 2021 | $990,000 | -4.3% | 19,128 | -3.5% | 0.67% | -9.1% |
| Q4 2020 | $1,035,000 | -91.2% | 19,819 | -91.2% | 0.73% | -91.8% |
| Q3 2020 | $11,748,000 | +0.6% | 225,404 | +0.6% | 8.95% | -7.6% |
| Q2 2020 | $11,677,000 | +5.7% | 224,044 | +1.7% | 9.69% | -16.1% |
| Q1 2020 | $11,051,000 | -0.1% | 220,397 | +1.7% | 11.55% | +15.5% |
| Q4 2019 | $11,065,000 | – | 216,797 | – | 10.00% | – |
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% |