ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 226 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304,000 | -9.1% | 6,334 | -8.7% | 0.20% | -9.5% |
| Q2 2023 | $334,288 | -22.8% | 6,934 | -22.4% | 0.22% | -25.6% |
| Q1 2023 | $433,120 | -6.5% | 8,934 | -7.7% | 0.30% | -12.1% |
| Q4 2022 | $463,237 | -16.4% | 9,679 | -17.2% | 0.34% | -19.7% |
| Q3 2022 | $554,000 | -14.2% | 11,684 | -12.4% | 0.42% | -9.9% |
| Q2 2022 | $646,000 | -3.3% | 13,334 | -1.5% | 0.47% | +5.7% |
| Q1 2022 | $668,000 | -3.3% | 13,534 | 0.0% | 0.44% | -8.5% |
| Q4 2021 | $691,000 | -24.6% | 13,534 | -23.7% | 0.48% | -31.0% |
| Q3 2021 | $916,000 | -3.0% | 17,734 | -2.6% | 0.70% | -1.3% |
| Q2 2021 | $944,000 | +9.1% | 18,209 | +9.0% | 0.71% | +1.7% |
| Q1 2021 | $865,000 | -51.8% | 16,709 | -51.4% | 0.70% | -27.2% |
| Q4 2020 | $1,796,000 | +156.2% | 34,378 | +155.5% | 0.96% | +13.7% |
| Q3 2020 | $701,000 | – | 13,455 | – | 0.84% | – |
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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% |