ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 234 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $354,890 | -8.2% | 7,394 | -7.8% | 0.08% | -8.6% |
| Q2 2023 | $386,440 | -1.8% | 8,016 | -1.5% | 0.09% | -10.6% |
| Q1 2023 | $393,416 | +1.4% | 8,142 | +0.4% | 0.10% | +2.0% |
| Q4 2022 | $387,985 | +1.8% | 8,107 | +0.8% | 0.10% | -9.7% |
| Q3 2022 | $381,000 | +2.1% | 8,045 | +5.9% | 0.11% | +18.9% |
| Q2 2022 | $373,000 | -0.5% | 7,599 | +0.1% | 0.10% | +5.6% |
| Q1 2022 | $375,000 | +14.0% | 7,593 | +17.9% | 0.09% | -4.3% |
| Q4 2021 | $329,000 | +6.1% | 6,438 | +7.5% | 0.09% | -6.9% |
| Q3 2021 | $310,000 | +16.1% | 5,991 | +17.4% | 0.10% | -28.9% |
| Q4 2020 | $267,000 | -4.6% | 5,105 | -5.1% | 0.14% | -18.4% |
| Q3 2020 | $280,000 | +1.1% | 5,379 | +1.1% | 0.17% | -13.0% |
| Q2 2020 | $277,000 | -19.0% | 5,321 | -20.4% | 0.20% | -9.9% |
| Q4 2019 | $342,000 | -56.8% | 6,686 | -56.8% | 0.22% | -58.7% |
| Q3 2019 | $791,000 | -33.2% | 15,460 | -33.5% | 0.54% | -29.3% |
| Q2 2019 | $1,184,000 | -9.2% | 23,234 | -10.1% | 0.76% | -11.6% |
| Q1 2019 | $1,304,000 | +5116.0% | 25,832 | +5015.2% | 0.86% | +4677.8% |
| Q2 2018 | $25,000 | – | 505 | – | 0.02% | – |
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% |