ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 233 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,183 | -0.3% | 4,692 | +0.2% | 0.15% | -3.2% |
| Q2 2023 | $225,806 | +8.5% | 4,684 | +7.8% | 0.16% | -14.6% |
| Q4 2022 | $208,047 | -52.1% | 4,347 | -52.6% | 0.18% | -54.0% |
| Q3 2022 | $434,000 | -18.9% | 9,162 | -17.1% | 0.40% | -16.2% |
| Q2 2022 | $535,000 | -29.0% | 11,049 | -27.6% | 0.48% | -28.1% |
| Q1 2022 | $754,000 | +20.8% | 15,269 | +24.8% | 0.67% | +22.8% |
| Q4 2021 | $624,000 | +44.4% | 12,231 | +46.3% | 0.54% | +35.0% |
| Q3 2021 | $432,000 | +19.7% | 8,358 | +20.2% | 0.40% | +15.8% |
| Q2 2021 | $361,000 | +0.8% | 6,956 | +0.5% | 0.35% | -8.2% |
| Q1 2021 | $358,000 | -22.0% | 6,921 | -21.3% | 0.38% | -15.8% |
| Q4 2020 | $459,000 | – | 8,796 | – | 0.45% | – |
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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% |