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 ↓ |
|---|---|---|---|
| Pensionmark Financial Group, LLC | 679,268 | $33,529,000 | 6.96% |
| Probity Advisors, Inc. | 571,859 | $28,227,000 | 5.82% |
| Destiny Wealth Partners, LLC | 456,601 | $22,538,000 | 4.39% |
| Mandatum Life Insurance Co Ltd | 423,075 | $20,883,000 | 3.86% |
| Buffington Mohr McNeal | 343,968 | $16,978,000 | 3.21% |
| DAGCO, INC. | 142,019 | $6,933,000 | 3.14% |
| GDS Wealth Management | 259,910 | $12,741,000 | 2.80% |
| CAMDEN NATIONAL BANK | 305,071 | $15,058,000 | 2.73% |
| Wolff Financial Management LLC | 138,938 | $6,858,000 | 2.72% |
| Curi Wealth Management, LLC | 306,539 | $15,130,000 | 2.62% |