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 | $814,187 | -0.5% | 16,964 | 0.0% | 0.10% | +4.0% |
Q2 2023 | $818,513 | -0.5% | 16,964 | 0.0% | 0.10% | -4.8% |
Q1 2023 | $822,415 | +1.3% | 16,964 | 0.0% | 0.10% | -3.7% |
Q4 2022 | $812,000 | +1.0% | 16,964 | 0.0% | 0.11% | 0.0% |
Q3 2022 | $804,000 | -2.2% | 16,964 | 0.0% | 0.11% | +5.9% |
Q2 2022 | $822,000 | -1.8% | 16,964 | 0.0% | 0.10% | +17.2% |
Q1 2022 | $837,000 | -3.3% | 16,964 | 0.0% | 0.09% | +4.8% |
Q4 2021 | $866,000 | – | 16,964 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pensionmark Financial Group, LLC | 679,268 | $33,529,000 | 6.96% |
Probity Advisors, Inc. | 571,859 | $28,227,000 | 5.82% |
Destiny Wealth Partners, LLC | 456,601 | $22,538,000 | 4.39% |
Mandatum Life Insurance Co Ltd | 423,075 | $20,883,000 | 3.86% |
Buffington Mohr McNeal | 343,968 | $16,978,000 | 3.21% |
DAGCO, INC. | 142,019 | $6,933,000 | 3.14% |
GDS Wealth Management | 259,910 | $12,741,000 | 2.80% |
CAMDEN NATIONAL BANK | 305,071 | $15,058,000 | 2.73% |
Wolff Financial Management LLC | 138,938 | $6,858,000 | 2.72% |
Curi Wealth Management, LLC | 306,539 | $15,130,000 | 2.62% |