ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 230 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,157,733 | +4.8% | 107,464 | +5.2% | 0.38% | +6.1% |
| Q2 2023 | $4,922,728 | +640.1% | 102,110 | +644.2% | 0.36% | +519.0% |
| Q1 2023 | $665,177 | +1.3% | 13,721 | +0.1% | 0.06% | -6.5% |
| Q4 2022 | $656,343 | -99.9% | 13,714 | -19.6% | 0.06% | -19.5% |
| Q3 2022 | $808,945,000 | -5.5% | 17,066 | -3.4% | 0.08% | -3.8% |
| Q2 2022 | $856,367,000 | -2.2% | 17,672 | -0.4% | 0.08% | +17.6% |
| Q1 2022 | $875,901,000 | -6.4% | 17,745 | -3.2% | 0.07% | -4.2% |
| Q4 2021 | $935,442,000 | +34.5% | 18,324 | +36.1% | 0.07% | +18.3% |
| Q3 2021 | $695,677,000 | -15.3% | 13,461 | -15.1% | 0.06% | -25.9% |
| Q2 2021 | $821,451,000 | +1.7% | 15,849 | +1.6% | 0.08% | -23.6% |
| Q1 2021 | $807,603,000 | -0.2% | 15,597 | +0.7% | 0.11% | -7.0% |
| Q4 2020 | $809,133,000 | – | 15,495 | – | 0.11% | – |
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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% |