ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 223 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $52,315 | -0.4% | 1,090 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $52,549 | -0.6% | 1,090 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $52,843 | -12.8% | 1,090 | -13.9% | 0.01% | -14.3% |
Q4 2022 | $60,591 | +1.0% | 1,266 | 0.0% | 0.01% | -30.0% |
Q3 2022 | $60,000 | -6.2% | 1,266 | -4.2% | 0.01% | -9.1% |
Q2 2022 | $64,000 | -12.3% | 1,321 | -10.2% | 0.01% | 0.0% |
Q1 2022 | $73,000 | -42.1% | 1,471 | -40.5% | 0.01% | -42.1% |
Q4 2021 | $126,000 | +152.0% | 2,471 | +155.3% | 0.02% | +35.7% |
Q3 2020 | $50,000 | – | 968 | – | 0.01% | – |
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% |