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 2022 | $901,000 | -37.2% | 19,076 | -35.5% | 0.42% | -37.3% |
| Q2 2022 | $1,434,000 | -25.9% | 29,590 | -25.0% | 0.66% | -25.6% |
| Q1 2022 | $1,936,000 | -44.8% | 39,474 | -42.9% | 0.89% | -53.6% |
| Q4 2021 | $3,510,000 | +2.1% | 69,150 | +3.5% | 1.92% | +13.1% |
| Q3 2021 | $3,439,000 | +24.3% | 66,796 | +25.1% | 1.70% | +5.1% |
| Q2 2021 | $2,766,000 | +2.1% | 53,381 | +2.0% | 1.62% | -8.2% |
| Q1 2021 | $2,710,000 | +63.6% | 52,338 | +65.0% | 1.76% | +45.9% |
| Q4 2020 | $1,656,000 | +4.4% | 31,719 | +4.2% | 1.21% | -2.9% |
| Q3 2020 | $1,586,000 | +33.8% | 30,440 | +33.9% | 1.24% | +24.7% |
| Q2 2020 | $1,185,000 | +4.9% | 22,737 | +1.2% | 1.00% | -15.2% |
| Q1 2020 | $1,130,000 | +6.5% | 22,458 | +8.1% | 1.18% | +26.6% |
| Q4 2019 | $1,061,000 | +5.6% | 20,781 | +5.9% | 0.93% | -3.3% |
| Q3 2019 | $1,005,000 | -16.1% | 19,629 | -16.6% | 0.96% | +5.0% |
| Q2 2019 | $1,198,000 | +69.7% | 23,540 | +68.1% | 0.91% | +28.4% |
| Q1 2019 | $706,000 | +7.1% | 14,004 | +5.2% | 0.71% | -5.8% |
| Q4 2018 | $659,000 | +10.2% | 13,313 | +10.6% | 0.76% | +27.7% |
| Q3 2018 | $598,000 | – | 12,037 | – | 0.59% | – |
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% |