ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 207 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,186,556 | -11.7% | 45,558 | -11.3% | 0.12% | -25.8% |
| Q2 2023 | $2,477,319 | -6.6% | 51,386 | -6.1% | 0.16% | -16.8% |
| Q1 2023 | $2,653,359 | -21.5% | 54,731 | -22.5% | 0.19% | -23.3% |
| Q4 2022 | $3,381,453 | -22.6% | 70,653 | -23.4% | 0.25% | -30.8% |
| Q3 2022 | $4,369,000 | -4.6% | 92,179 | -2.5% | 0.36% | -7.2% |
| Q2 2022 | $4,579,000 | +208.8% | 94,499 | +214.5% | 0.39% | -4.7% |
| Q1 2022 | $1,483,000 | -5.7% | 30,045 | -2.4% | 0.41% | -6.7% |
| Q4 2021 | $1,572,000 | +6.2% | 30,790 | +7.5% | 0.44% | -10.1% |
| Q3 2021 | $1,480,000 | +52.9% | 28,640 | +53.4% | 0.48% | +55.0% |
| Q2 2021 | $968,000 | +14.0% | 18,668 | +13.9% | 0.31% | -10.3% |
| Q1 2021 | $849,000 | +7.1% | 16,388 | +8.0% | 0.35% | +128.1% |
| Q4 2020 | $793,000 | -7.8% | 15,178 | -8.1% | 0.15% | -15.9% |
| Q3 2020 | $860,000 | +12.4% | 16,508 | +12.5% | 0.18% | -83.2% |
| Q2 2020 | $765,000 | +1.6% | 14,678 | -2.3% | 1.08% | -38.2% |
| Q1 2020 | $753,000 | +0.8% | 15,028 | +2.7% | 1.76% | +114.5% |
| Q4 2019 | $747,000 | – | 14,628 | – | 0.82% | – |
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% |