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 2023 | $850,935 | -4.2% | 17,730 | -3.8% | 0.52% | +9.1% |
| Q2 2023 | $888,129 | +3.1% | 18,422 | +3.7% | 0.48% | +30.9% |
| Q1 2023 | $861,608 | +0.2% | 17,772 | -1.1% | 0.36% | -13.6% |
| Q4 2022 | $859,623 | +28.7% | 17,961 | +27.5% | 0.42% | +36.8% |
| Q3 2022 | $668,000 | -3.5% | 14,090 | -1.4% | 0.31% | -1.9% |
| Q2 2022 | $692,000 | -49.9% | 14,287 | -48.9% | 0.31% | +9.4% |
| Q1 2022 | $1,382,000 | +254.4% | 27,986 | +266.2% | 0.29% | +66.3% |
| Q4 2021 | $390,000 | -1.3% | 7,642 | +0.0% | 0.17% | -10.4% |
| Q3 2021 | $395,000 | -7.7% | 7,640 | -7.4% | 0.19% | -12.7% |
| Q2 2021 | $428,000 | +27.0% | 8,253 | +26.7% | 0.22% | +11.1% |
| Q1 2021 | $337,000 | -2.6% | 6,516 | -1.8% | 0.20% | -14.3% |
| Q4 2020 | $346,000 | +6.8% | 6,635 | +6.6% | 0.23% | -3.3% |
| Q3 2020 | $324,000 | 0.0% | 6,222 | +0.0% | 0.24% | -5.2% |
| Q2 2020 | $324,000 | +6.9% | 6,220 | +3.1% | 0.25% | -12.5% |
| Q1 2020 | $303,000 | -1.9% | 6,033 | -0.2% | 0.29% | +10.3% |
| Q4 2019 | $309,000 | – | 6,045 | – | 0.26% | – |
Download | ||||||
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% |