ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 223 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $223,523 | -20.6% | 4,636 | -20.1% | 0.03% | -23.5% |
| Q1 2023 | $281,446 | -3.7% | 5,805 | -4.9% | 0.03% | -12.8% |
| Q4 2022 | $292,304 | -11.2% | 6,107 | -12.0% | 0.04% | -22.0% |
| Q3 2022 | $329,000 | -81.5% | 6,940 | -81.1% | 0.05% | -81.1% |
| Q2 2022 | $1,782,000 | +52.3% | 36,769 | +55.1% | 0.26% | +73.2% |
| Q1 2022 | $1,170,000 | +16.5% | 23,707 | +20.6% | 0.15% | +15.0% |
| Q4 2021 | $1,004,000 | +125.6% | 19,665 | +128.2% | 0.13% | +107.8% |
| Q3 2021 | $445,000 | +169.7% | 8,616 | +169.2% | 0.06% | +220.0% |
| Q2 2021 | $165,000 | +371.4% | 3,200 | +369.9% | 0.02% | +233.3% |
| Q1 2021 | $35,000 | +133.3% | 681 | +127.0% | 0.01% | +100.0% |
| Q4 2020 | $15,000 | – | 300 | – | 0.00% | – |
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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% |