ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 229 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,844 | +10.9% | 851 | +11.4% | 0.00% | 0.0% |
| Q2 2023 | $36,832 | -13.8% | 764 | -13.3% | 0.00% | 0.0% |
| Q1 2023 | $42,711 | -65.0% | 881 | -65.4% | 0.00% | -50.0% |
| Q4 2022 | $121,899 | +229.5% | 2,547 | +229.9% | 0.00% | +100.0% |
| Q3 2022 | $37,000 | 0.0% | 772 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $37,000 | -2.6% | 772 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $38,000 | -2.6% | 772 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $39,000 | -2.5% | 772 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $40,000 | 0.0% | 772 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $40,000 | -99.7% | 772 | +229.9% | 0.00% | – |
| Q1 2021 | $12,116,000 | +242220.0% | 234 | +138.8% | 0.00% | – |
| Q4 2020 | $5,000 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q3 2020 | $5,000 | -61.5% | 98 | -61.7% | 0.00% | – |
| Q2 2020 | $13,000 | +8.3% | 256 | 0.0% | 0.00% | – |
| Q1 2020 | $12,000 | -7.7% | 256 | 0.0% | 0.00% | – |
| Q4 2019 | $13,000 | +18.2% | 256 | +9.9% | 0.00% | – |
| Q3 2019 | $11,000 | 0.0% | 233 | 0.0% | 0.00% | – |
| Q2 2019 | $11,000 | -75.6% | 233 | -74.4% | 0.00% | -100.0% |
| Q3 2018 | $45,000 | 0.0% | 909 | +0.9% | 0.00% | -33.3% |
| Q2 2018 | $45,000 | – | 901 | – | 0.00% | – |
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% |