ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 209 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,267,777 | +0.4% | 26,297 | +1.0% | 0.25% | -3.9% |
| Q1 2023 | $1,262,405 | +2.0% | 26,040 | +0.7% | 0.26% | -2.6% |
| Q4 2022 | $1,237,773 | +3.1% | 25,862 | +2.1% | 0.26% | -5.7% |
| Q3 2022 | $1,201,000 | -13.9% | 25,327 | -12.0% | 0.28% | -1.1% |
| Q2 2022 | $1,395,000 | -6.4% | 28,782 | -4.7% | 0.28% | +14.1% |
| Q1 2022 | $1,491,000 | -5.5% | 30,207 | -2.2% | 0.25% | -1.2% |
| Q4 2021 | $1,577,000 | +4.2% | 30,890 | +5.4% | 0.25% | -35.1% |
| Q3 2021 | $1,514,000 | -2.5% | 29,301 | -2.2% | 0.39% | -3.2% |
| Q2 2021 | $1,553,000 | +389.9% | 29,971 | +389.8% | 0.40% | +271.3% |
| Q1 2021 | $317,000 | – | 6,119 | – | 0.11% | – |
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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% |