ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 229 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $6,733,000 | -2.9% | 138,939 | -2.2% | 3.47% | +10.4% |
| Q1 2022 | $6,933,000 | +5.3% | 142,019 | +10.1% | 3.14% | +21.5% |
| Q4 2021 | $6,586,000 | -1.2% | 129,011 | -0.0% | 2.59% | -9.5% |
| Q3 2021 | $6,669,000 | +14.7% | 129,053 | +15.1% | 2.86% | +10.8% |
| Q2 2021 | $5,813,000 | +25.6% | 112,159 | +25.5% | 2.58% | +12.3% |
| Q1 2021 | $4,629,000 | +67.0% | 89,402 | +68.4% | 2.30% | +49.4% |
| Q4 2020 | $2,772,000 | +205.0% | 53,090 | +204.3% | 1.54% | +151.1% |
| Q3 2020 | $909,000 | – | 17,449 | – | 0.61% | – |
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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% |