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 | $2,617 | -7.6% | 54,534 | -7.2% | 0.36% | -4.3% |
| Q2 2023 | $2,832 | +4.5% | 58,762 | +5.1% | 0.37% | -0.3% |
| Q1 2023 | $2,711 | -7.6% | 55,920 | -8.8% | 0.37% | -14.1% |
| Q4 2022 | $2,934 | -99.9% | 61,316 | -16.9% | 0.43% | -24.4% |
| Q3 2022 | $3,499,000 | +23.4% | 73,825 | +26.2% | 0.57% | +29.6% |
| Q2 2022 | $2,835,000 | -11.4% | 58,505 | -9.8% | 0.44% | -2.9% |
| Q1 2022 | $3,200,000 | +2091.8% | 64,837 | +2167.0% | 0.46% | +2175.0% |
| Q4 2021 | $146,000 | +1360.0% | 2,860 | +1330.0% | 0.02% | +1900.0% |
| Q3 2021 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | -50.0% | 200 | -50.0% | 0.00% | -33.3% |
| Q1 2020 | $20,000 | – | 400 | – | 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% |