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 | $2,563,461 | +7.2% | 53,411 | +7.7% | 0.02% | +4.2% |
| Q2 2023 | $2,390,445 | -2.2% | 49,584 | -1.7% | 0.02% | -7.7% |
| Q1 2023 | $2,444,152 | -6.7% | 50,416 | -7.9% | 0.03% | +13.0% |
| Q4 2022 | $2,618,660 | -99.9% | 54,715 | -43.4% | 0.02% | -8.0% |
| Q3 2022 | $2,294,292,000 | +95059.4% | 96,724 | +94.4% | 0.02% | 0.0% |
| Q2 2022 | $2,411,000 | -17.1% | 49,750 | -15.6% | 0.02% | -16.7% |
| Q1 2022 | $2,908,000 | +112.0% | 58,923 | +119.3% | 0.03% | +114.3% |
| Q4 2021 | $1,372,000 | -7.0% | 26,871 | -5.9% | 0.01% | -6.7% |
| Q3 2021 | $1,476,000 | +10.1% | 28,564 | +10.4% | 0.02% | 0.0% |
| Q2 2021 | $1,341,000 | +24.1% | 25,865 | +23.9% | 0.02% | +7.1% |
| Q1 2021 | $1,081,000 | -17.5% | 20,876 | -16.9% | 0.01% | -6.7% |
| Q4 2020 | $1,311,000 | -99.9% | 25,116 | +42.6% | 0.02% | -11.8% |
| Q3 2020 | $918,000,000 | – | 17,619 | – | 0.02% | – |
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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% |