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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,134,843 | +29.1% | 44,481 | +29.6% | 0.45% | +36.6% |
| Q2 2023 | $1,654,075 | -0.5% | 34,310 | +0.0% | 0.33% | -6.0% |
| Q1 2023 | $1,663,126 | +18.5% | 34,306 | +17.0% | 0.35% | +11.0% |
| Q4 2022 | $1,403,624 | +39.9% | 29,328 | +38.6% | 0.32% | +26.8% |
| Q3 2022 | $1,003,000 | +637.5% | 21,155 | +655.5% | 0.25% | +657.6% |
| Q2 2022 | $136,000 | -49.3% | 2,800 | -48.3% | 0.03% | -41.1% |
| Q1 2022 | $268,000 | -49.6% | 5,420 | -48.0% | 0.06% | -48.6% |
| Q4 2021 | $532,000 | -1.3% | 10,427 | +0.0% | 0.11% | -8.4% |
| Q3 2021 | $539,000 | -24.3% | 10,424 | -24.1% | 0.12% | -22.7% |
| Q2 2021 | $712,000 | +3.5% | 13,732 | +3.4% | 0.15% | -7.8% |
| Q1 2021 | $688,000 | +3.5% | 13,286 | +4.3% | 0.17% | -3.5% |
| Q4 2020 | $665,000 | +55.4% | 12,735 | +54.9% | 0.17% | +35.2% |
| Q3 2020 | $428,000 | +159.4% | 8,220 | +158.9% | 0.13% | +137.0% |
| Q2 2020 | $165,000 | – | 3,175 | – | 0.05% | – |
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% |