ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 230 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $533,896 | +62.2% | 11,124 | +62.9% | 0.01% | +50.0% |
| Q2 2023 | $329,130 | -40.2% | 6,827 | -40.7% | 0.00% | -78.9% |
| Q4 2022 | $550,558 | +16.2% | 11,504 | +15.1% | 0.02% | 0.0% |
| Q3 2022 | $474,000 | -35.9% | 9,991 | -31.1% | 0.02% | -24.0% |
| Q4 2021 | $740,000 | +3.6% | 14,499 | +4.9% | 0.02% | -3.8% |
| Q3 2021 | $714,000 | -1.0% | 13,818 | -0.7% | 0.03% | -7.1% |
| Q2 2021 | $721,000 | -4.1% | 13,918 | -4.2% | 0.03% | -15.2% |
| Q1 2021 | $752,000 | -2.0% | 14,526 | -1.1% | 0.03% | -8.3% |
| Q4 2020 | $767,000 | -6.1% | 14,682 | -6.3% | 0.04% | -14.3% |
| Q3 2020 | $817,000 | – | 15,677 | – | 0.04% | – |
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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% |