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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $779,783 | -4.8% | 16,293 | -5.7% | 0.23% | -11.7% |
| Q3 2022 | $819,000 | +9.3% | 17,273 | +11.7% | 0.26% | +12.8% |
| Q2 2022 | $749,000 | -99.9% | 15,464 | +38.2% | 0.23% | +49.0% |
| Q1 2022 | $552,000,000 | +132274.1% | 11,186 | +37.8% | 0.16% | -23.4% |
| Q3 2021 | $417,000 | -31.1% | 8,117 | -30.3% | 0.20% | -7.7% |
| Q2 2021 | $605,000 | -81.0% | 11,641 | -81.1% | 0.22% | -82.1% |
| Q1 2021 | $3,191,000 | -49.1% | 61,623 | -48.7% | 1.24% | -54.1% |
| Q4 2020 | $6,267,000 | +30.3% | 120,013 | +30.1% | 2.70% | +4.9% |
| Q3 2020 | $4,809,000 | +38.4% | 92,262 | +38.4% | 2.58% | -15.8% |
| Q2 2020 | $3,474,000 | – | 66,656 | – | 3.06% | – |
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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% |