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 | $248,633 | -3.4% | 5,180 | -3.0% | 0.09% | -7.1% |
| Q2 2023 | $257,447 | -23.6% | 5,340 | -23.2% | 0.10% | -35.9% |
| Q1 2023 | $336,919 | +16.2% | 6,950 | +14.7% | 0.15% | -14.5% |
| Q4 2022 | $290,059 | -20.5% | 6,061 | -21.2% | 0.18% | -33.9% |
| Q3 2022 | $365,000 | +1.1% | 7,692 | +3.2% | 0.27% | -5.9% |
| Q2 2022 | $361,000 | -48.7% | 7,457 | -47.7% | 0.29% | -41.5% |
| Q1 2022 | $704,000 | +826.3% | 14,246 | +859.3% | 0.49% | +748.3% |
| Q4 2021 | $76,000 | -71.5% | 1,485 | -71.4% | 0.06% | -72.8% |
| Q3 2021 | $267,000 | +4.3% | 5,191 | +5.1% | 0.21% | +15.8% |
| Q2 2021 | $256,000 | +4.1% | 4,939 | +3.8% | 0.18% | -4.7% |
| Q1 2021 | $246,000 | – | 4,756 | – | 0.19% | – |
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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% |