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 | $151,184 | -0.4% | 3,150 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $151,862 | +99156.2% | 3,150 | 0.0% | 0.06% | -10.0% |
| Q1 2023 | $153 | -46.1% | 3,150 | -47.0% | 0.07% | -49.3% |
| Q4 2022 | $284 | -99.5% | 5,940 | +418.8% | 0.14% | +220.9% |
| Q3 2022 | $54,000 | -83.2% | 1,145 | -82.7% | 0.04% | -67.7% |
| Q2 2022 | $321,000 | -41.8% | 6,632 | -40.6% | 0.13% | -37.6% |
| Q1 2022 | $552,000 | -45.1% | 11,174 | -43.3% | 0.21% | -51.5% |
| Q4 2021 | $1,006,000 | -12.7% | 19,713 | -11.6% | 0.44% | -17.2% |
| Q3 2021 | $1,153,000 | -2.2% | 22,303 | -1.9% | 0.53% | -6.5% |
| Q2 2021 | $1,179,000 | +15.7% | 22,745 | +15.5% | 0.57% | +22.5% |
| Q1 2021 | $1,019,000 | +12.2% | 19,685 | +13.1% | 0.46% | +11.0% |
| Q4 2020 | $908,000 | -27.0% | 17,401 | -27.1% | 0.42% | -40.3% |
| Q3 2020 | $1,244,000 | +73.7% | 23,877 | +73.7% | 0.70% | +57.2% |
| Q2 2020 | $716,000 | +242.6% | 13,746 | +235.5% | 0.44% | +226.5% |
| Q4 2019 | $209,000 | – | 4,097 | – | 0.14% | – |
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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% |