Evolution Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 226 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Evolution Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$295,768
-94.6%
6,135
-94.6%
0.06%
-95.0%
Q1 2023$5,460,787
-0.4%
112,640
-1.7%
1.31%
-5.1%
Q4 2022$5,485,235114,6101.38%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Pensionmark Financial Group, LLC 679,268$33,529,0006.96%
Probity Advisors, Inc. 571,859$28,227,0005.82%
Destiny Wealth Partners, LLC 456,601$22,538,0004.39%
Mandatum Life Insurance Co Ltd 423,075$20,883,0003.86%
Buffington Mohr McNeal 343,968$16,978,0003.21%
DAGCO, INC. 142,019$6,933,0003.14%
GDS Wealth Management 259,910$12,741,0002.80%
CAMDEN NATIONAL BANK 305,071$15,058,0002.73%
Wolff Financial Management LLC 138,938$6,858,0002.72%
Curi Wealth Management, LLC 306,539$15,130,0002.62%
View complete list of ISHARES TR shareholders