ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 166 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,159 | -0.4% | 295 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $14,222 | -46.8% | 295 | -46.5% | 0.00% | -42.9% |
| Q1 2023 | $26,712 | -12.2% | 551 | -13.4% | 0.01% | -12.5% |
| Q4 2022 | $30,439 | -7.8% | 636 | -9.3% | 0.01% | -20.0% |
| Q3 2022 | $33,000 | -2.9% | 701 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $34,000 | -8.1% | 701 | -5.9% | 0.01% | +11.1% |
| Q1 2022 | $37,000 | -36.2% | 745 | -34.1% | 0.01% | -43.8% |
| Q4 2021 | $58,000 | 0.0% | 1,130 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $58,000 | +123.1% | 1,130 | +126.0% | 0.02% | +125.0% |
| Q2 2021 | $26,000 | +271.4% | 500 | +257.1% | 0.01% | +166.7% |
| Q1 2021 | $7,000 | +40.0% | 140 | +47.4% | 0.00% | +50.0% |
| Q4 2020 | $5,000 | -44.4% | 95 | -43.5% | 0.00% | -60.0% |
| Q3 2020 | $9,000 | +12.5% | 168 | +5.0% | 0.01% | 0.0% |
| Q2 2020 | $8,000 | – | 160 | – | 0.01% | – |
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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% |