ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 233 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $126,000 | -22.7% | 2,469 | -21.7% | 0.02% | -59.0% |
| Q2 2021 | $163,000 | -35.8% | 3,154 | -37.9% | 0.06% | -64.1% |
| Q1 2020 | $254,000 | -15.6% | 5,076 | -14.0% | 0.17% | -1.7% |
| Q4 2019 | $301,000 | -16.6% | 5,902 | -16.5% | 0.17% | -24.8% |
| Q3 2019 | $361,000 | +10.1% | 7,071 | +9.8% | 0.23% | +3.6% |
| Q2 2019 | $328,000 | – | 6,441 | – | 0.22% | – |
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% |