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 | $328,046 | -0.4% | 6,835 | 0.0% | 0.15% | +2.1% |
| Q2 2023 | $329,515 | -2.9% | 6,835 | -2.4% | 0.14% | -6.5% |
| Q1 2023 | $339,408 | -19.1% | 7,001 | -20.1% | 0.16% | -27.6% |
| Q4 2022 | $419,397 | -16.1% | 8,763 | -17.0% | 0.21% | -25.4% |
| Q3 2022 | $500,000 | -5.1% | 10,552 | -3.0% | 0.29% | -2.7% |
| Q2 2022 | $527,000 | -11.3% | 10,873 | -9.6% | 0.30% | +2.4% |
| Q1 2022 | $594,000 | +51.9% | 12,028 | +57.0% | 0.29% | +53.2% |
| Q4 2021 | $391,000 | -18.9% | 7,660 | -17.9% | 0.19% | -28.2% |
| Q3 2021 | $482,000 | -11.2% | 9,325 | -10.9% | 0.26% | -14.4% |
| Q2 2021 | $543,000 | -6.7% | 10,471 | -6.9% | 0.31% | -14.3% |
| Q1 2021 | $582,000 | -4.1% | 11,249 | -3.2% | 0.36% | -5.6% |
| Q4 2020 | $607,000 | -12.3% | 11,619 | -12.4% | 0.38% | -5.0% |
| Q3 2020 | $692,000 | +25.1% | 13,269 | +25.1% | 0.40% | +23.6% |
| Q2 2020 | $553,000 | – | 10,607 | – | 0.32% | – |
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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% |