ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 229 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $337,000 | -17.4% | 7,100 | -15.7% | 0.25% | -12.8% |
| Q2 2022 | $408,000 | -15.2% | 8,426 | -13.6% | 0.29% | +1.4% |
| Q1 2022 | $481,000 | -8.9% | 9,753 | -5.8% | 0.28% | +6.0% |
| Q4 2021 | $528,000 | -2.4% | 10,350 | -1.1% | 0.27% | -12.7% |
| Q3 2021 | $541,000 | 0.0% | 10,468 | +0.4% | 0.31% | +0.7% |
| Q2 2021 | $541,000 | -7.5% | 10,431 | -7.6% | 0.30% | -15.0% |
| Q1 2021 | $585,000 | -8.5% | 11,289 | -7.7% | 0.36% | -13.1% |
| Q4 2020 | $639,000 | -1.2% | 12,235 | -1.4% | 0.41% | -12.9% |
| Q3 2020 | $647,000 | +0.3% | 12,406 | +0.3% | 0.47% | -12.1% |
| Q2 2020 | $645,000 | -3.2% | 12,375 | -6.9% | 0.54% | -19.6% |
| Q1 2020 | $666,000 | -0.9% | 13,289 | +0.9% | 0.67% | +20.3% |
| Q4 2019 | $672,000 | – | 13,171 | – | 0.56% | – |
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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% |