ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 226 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,433 | +53.7% | 615 | +1181.2% | 0.00% | -100.0% |
| Q2 2023 | $19,154 | -35.0% | 48 | 0.0% | 0.05% | -94.3% |
| Q1 2023 | $29,447 | -57.0% | 48 | 0.0% | 0.91% | +154.1% |
| Q4 2022 | $68,517 | -99.8% | 48 | -91.5% | 0.36% | -65.3% |
| Q3 2022 | $30,401,000 | -2.2% | 564 | -2.1% | 1.03% | +6.4% |
| Q2 2022 | $31,082,000 | -2.6% | 576 | -2.0% | 0.97% | +7.9% |
| Q1 2022 | $31,915,000 | -38.0% | 588 | -52.0% | 0.90% | -23.0% |
| Q4 2021 | $51,512,000 | +98961.5% | 1,224 | +123.8% | 1.16% | +4745.8% |
| Q3 2021 | $52,000 | 0.0% | 547 | +0.4% | 0.02% | +26.3% |
| Q2 2021 | $52,000 | -99.8% | 545 | +0.2% | 0.02% | -96.7% |
| Q1 2021 | $28,146,000 | +100421.4% | 544 | +0.6% | 0.58% | +2115.4% |
| Q4 2020 | $28,000 | -99.9% | 541 | -0.7% | 0.03% | -69.4% |
| Q1 2020 | $27,331,000 | +53490.2% | 545 | -94.7% | 0.08% | +142.9% |
| Q4 2019 | $51,000 | -93.8% | 10,212 | -36.4% | 0.04% | -95.0% |
| Q3 2019 | $821,000 | -23.6% | 16,044 | -23.8% | 0.71% | -19.8% |
| Q2 2019 | $1,074,000 | -22.1% | 21,064 | -23.2% | 0.88% | -21.0% |
| Q1 2019 | $1,378,000 | +1787.7% | 27,410 | +1754.5% | 1.12% | +1367.1% |
| Q3 2018 | $73,000 | +55.3% | 1,478 | +56.9% | 0.08% | +72.7% |
| Q2 2018 | $47,000 | -46.6% | 942 | -47.2% | 0.04% | -51.1% |
| Q1 2018 | $88,000 | – | 1,783 | – | 0.09% | – |
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% |