ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 207 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $437,474 | -6.2% | 9,115 | -5.8% | 0.30% | -2.9% |
| Q2 2023 | $466,625 | -7.7% | 9,679 | -7.2% | 0.31% | -15.5% |
| Q1 2023 | $505,549 | +1.3% | 10,428 | 0.0% | 0.36% | -4.5% |
| Q4 2022 | $499,084 | -20.7% | 10,428 | -21.4% | 0.38% | -24.5% |
| Q3 2022 | $629,000 | -6.4% | 13,266 | -4.3% | 0.50% | -0.2% |
| Q2 2022 | $672,000 | -1.8% | 13,866 | 0.0% | 0.50% | +8.9% |
| Q1 2022 | $684,000 | -24.7% | 13,866 | -22.0% | 0.46% | -15.8% |
| Q4 2021 | $908,000 | -1.2% | 17,786 | 0.0% | 0.55% | -25.2% |
| Q3 2021 | $919,000 | -0.3% | 17,786 | 0.0% | 0.73% | +15.8% |
| Q2 2021 | $922,000 | +0.1% | 17,786 | 0.0% | 0.63% | -8.5% |
| Q1 2021 | $921,000 | -15.6% | 17,786 | -14.9% | 0.69% | -20.3% |
| Q4 2020 | $1,091,000 | +0.2% | 20,890 | 0.0% | 0.87% | -11.8% |
| Q3 2020 | $1,089,000 | +10.1% | 20,890 | +10.1% | 0.99% | +0.5% |
| Q2 2020 | $989,000 | +12.6% | 18,970 | +8.3% | 0.98% | -5.8% |
| Q1 2020 | $878,000 | +4.0% | 17,515 | +6.0% | 1.04% | +26.2% |
| Q4 2019 | $844,000 | – | 16,530 | – | 0.82% | – |
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% |