ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 234 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,735,857 | +4.4% | 223,687 | +4.9% | 3.01% | +6.5% |
Q2 2023 | $10,280,540 | +9.0% | 213,245 | +9.6% | 2.82% | -0.6% |
Q1 2023 | $9,430,960 | +10.2% | 194,533 | +8.8% | 2.84% | +2.0% |
Q4 2022 | $8,556,618 | +6.8% | 178,784 | +5.8% | 2.78% | -2.5% |
Q3 2022 | $8,013,000 | +1.9% | 169,043 | +4.2% | 2.86% | +7.7% |
Q2 2022 | $7,864,000 | +9.8% | 162,270 | +11.8% | 2.65% | +24.3% |
Q1 2022 | $7,164,000 | +7.1% | 145,129 | +10.8% | 2.13% | +6.1% |
Q4 2021 | $6,689,000 | +9.7% | 131,037 | +11.0% | 2.01% | +4.2% |
Q3 2021 | $6,099,000 | +15.1% | 118,010 | +15.5% | 1.93% | +9.5% |
Q2 2021 | $5,298,000 | +7.1% | 102,213 | +7.0% | 1.76% | -1.2% |
Q1 2021 | $4,946,000 | +13.7% | 95,522 | +14.7% | 1.78% | +5.8% |
Q4 2020 | $4,349,000 | +3.2% | 83,290 | +3.0% | 1.69% | -7.5% |
Q3 2020 | $4,214,000 | +3.4% | 80,843 | +3.4% | 1.82% | +4.8% |
Q2 2020 | $4,075,000 | +12.2% | 78,181 | +7.9% | 1.74% | -5.0% |
Q1 2020 | $3,633,000 | -15.9% | 72,464 | -14.4% | 1.83% | +0.3% |
Q4 2019 | $4,319,000 | +5.7% | 84,623 | +5.9% | 1.83% | -2.3% |
Q3 2019 | $4,087,000 | +15.5% | 79,910 | +15.2% | 1.87% | +9.2% |
Q2 2019 | $3,537,000 | +38.9% | 69,393 | +37.5% | 1.71% | +29.4% |
Q1 2019 | $2,547,000 | +117.1% | 50,476 | +113.2% | 1.32% | +93.7% |
Q4 2018 | $1,173,000 | – | 23,677 | – | 0.68% | – |
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% |