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 ↓ |
---|---|---|---|
Pensionmark Financial Group, LLC | 679,268 | $33,529,000 | 6.96% |
Probity Advisors, Inc. | 571,859 | $28,227,000 | 5.82% |
Destiny Wealth Partners, LLC | 456,601 | $22,538,000 | 4.39% |
Mandatum Life Insurance Co Ltd | 423,075 | $20,883,000 | 3.86% |
Buffington Mohr McNeal | 343,968 | $16,978,000 | 3.21% |
DAGCO, INC. | 142,019 | $6,933,000 | 3.14% |
GDS Wealth Management | 259,910 | $12,741,000 | 2.80% |
CAMDEN NATIONAL BANK | 305,071 | $15,058,000 | 2.73% |
Wolff Financial Management LLC | 138,938 | $6,858,000 | 2.72% |
Curi Wealth Management, LLC | 306,539 | $15,130,000 | 2.62% |