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 | $3,481 | +0.1% | 72,518 | +0.6% | 0.56% | +1.5% |
| Q2 2023 | $3,477 | +11.3% | 72,121 | +11.9% | 0.55% | +8.7% |
| Q1 2023 | $3,124 | +73.8% | 64,443 | +71.6% | 0.51% | +65.1% |
| Q4 2022 | $1,797 | -99.6% | 37,556 | +263.9% | 0.31% | +237.4% |
| Q3 2022 | $489,000 | -80.2% | 10,321 | -79.8% | 0.09% | -79.7% |
| Q2 2022 | $2,474,000 | -0.3% | 51,048 | +1.5% | 0.45% | +14.3% |
| Q1 2022 | $2,482,000 | +437.2% | 50,276 | +455.4% | 0.39% | +468.1% |
| Q4 2021 | $462,000 | +18.2% | 9,053 | +18.9% | 0.07% | +4.5% |
| Q3 2021 | $391,000 | +21.1% | 7,615 | +22.0% | 0.07% | +10.0% |
| Q2 2021 | $323,000 | 0.0% | 6,240 | 0.0% | 0.06% | -1.6% |
| Q1 2021 | $323,000 | – | 6,240 | – | 0.06% | – |
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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% |