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 | $1,126,010 | -1.7% | 23,461 | -1.2% | 0.71% | +1.3% |
| Q2 2023 | $1,145,208 | -3.7% | 23,755 | -3.1% | 0.70% | -6.5% |
| Q1 2023 | $1,188,790 | +5.8% | 24,521 | +4.4% | 0.75% | +3.0% |
| Q4 2022 | $1,124,086 | +1.2% | 23,487 | +0.2% | 0.73% | -8.2% |
| Q3 2022 | $1,111,000 | -3.0% | 23,439 | -0.8% | 0.79% | +1.7% |
| Q2 2022 | $1,145,000 | -20.9% | 23,637 | -19.4% | 0.78% | -10.6% |
| Q1 2022 | $1,447,000 | -7.1% | 29,318 | -3.9% | 0.87% | -5.4% |
| Q4 2021 | $1,558,000 | -3.6% | 30,521 | -2.4% | 0.92% | -11.4% |
| Q3 2021 | $1,616,000 | -1.6% | 31,276 | -1.3% | 1.04% | -1.0% |
| Q2 2021 | $1,643,000 | +19.2% | 31,701 | +19.1% | 1.05% | +11.4% |
| Q1 2021 | $1,378,000 | +2.7% | 26,622 | +3.6% | 0.94% | -4.6% |
| Q4 2020 | $1,342,000 | – | 25,699 | – | 0.99% | – |
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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% |