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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $408,000 | -26.5% | 8,000 | -25.5% | 0.03% | -46.0% |
| Q3 2021 | $555,000 | -34.9% | 10,742 | -34.7% | 0.06% | -38.2% |
| Q2 2021 | $853,000 | +57.1% | 16,459 | +56.7% | 0.10% | +17.2% |
| Q1 2021 | $543,000 | +93.9% | 10,505 | +95.4% | 0.09% | +47.5% |
| Q4 2020 | $280,000 | +9.8% | 5,375 | +9.8% | 0.06% | -20.3% |
| Q2 2020 | $255,000 | -55.2% | 4,894 | -56.2% | 0.07% | -74.2% |
| Q4 2019 | $569,000 | +9.2% | 11,162 | +9.6% | 0.29% | +8.7% |
| Q3 2019 | $521,000 | +24.6% | 10,183 | +24.0% | 0.26% | -35.1% |
| Q2 2019 | $418,000 | – | 8,210 | – | 0.41% | – |
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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% |