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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,130 | -16.4% | 23,536 | -16.0% | 0.39% | -67.2% |
| Q2 2023 | $1,351 | -26.9% | 28,019 | -26.5% | 1.18% | +83.0% |
| Q1 2023 | $1,847 | -26.0% | 38,099 | -26.9% | 0.64% | -30.3% |
| Q4 2022 | $2,495 | -100.0% | 52,128 | -65.2% | 0.92% | -71.5% |
| Q3 2022 | $7,106,000 | +4.8% | 149,924 | +7.2% | 3.24% | +7.6% |
| Q2 2022 | $6,779,000 | -1.2% | 139,885 | +0.7% | 3.02% | +10.8% |
| Q1 2022 | $6,858,000 | -6.3% | 138,938 | -3.1% | 2.72% | -1.7% |
| Q4 2021 | $7,316,000 | -2.4% | 143,320 | -1.2% | 2.77% | -57.5% |
| Q3 2021 | $7,495,000 | -0.7% | 145,035 | -0.5% | 6.51% | +88.1% |
| Q1 2021 | $7,551,000 | +5.8% | 145,819 | +6.7% | 3.46% | -7.5% |
| Q4 2020 | $7,134,000 | +11.5% | 136,616 | +11.2% | 3.74% | -1.5% |
| Q3 2020 | $6,401,000 | +4.8% | 122,803 | +4.8% | 3.80% | -2.2% |
| Q2 2020 | $6,106,000 | +23.8% | 117,152 | +19.1% | 3.88% | +4.3% |
| Q1 2020 | $4,933,000 | +45.3% | 98,389 | +47.9% | 3.72% | +65.4% |
| Q4 2019 | $3,395,000 | +39.8% | 66,508 | +40.0% | 2.25% | +27.0% |
| Q3 2019 | $2,429,000 | +80.7% | 47,506 | +80.1% | 1.77% | +71.5% |
| Q2 2019 | $1,344,000 | +63.7% | 26,377 | +62.0% | 1.03% | +51.8% |
| Q1 2019 | $821,000 | +62.9% | 16,280 | +59.9% | 0.68% | +39.0% |
| Q4 2018 | $504,000 | – | 10,182 | – | 0.49% | – |
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% |