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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,566 | -99.9% | 53,616 | +0.3% | 1.78% | -3.6% |
| Q3 2022 | $2,535,000 | -2.2% | 53,470 | -0.1% | 1.85% | -8.3% |
| Q2 2022 | $2,592,000 | -2.4% | 53,529 | -0.5% | 2.02% | +63.1% |
| Q1 2022 | $2,655,000 | -1.4% | 53,788 | +2.0% | 1.24% | -0.3% |
| Q4 2021 | $2,692,000 | -0.6% | 52,725 | +0.6% | 1.24% | -10.9% |
| Q3 2021 | $2,709,000 | -2.0% | 52,420 | -1.7% | 1.39% | -0.2% |
| Q2 2021 | $2,763,000 | -29.7% | 53,311 | -29.7% | 1.40% | -34.6% |
| Q1 2021 | $3,928,000 | – | 75,854 | – | 2.14% | – |
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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% |