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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,590,000 | +28.2% | 54,650 | +31.1% | 1.29% | +47.5% |
| Q2 2022 | $2,020,000 | +130.3% | 41,675 | +134.5% | 0.87% | +160.9% |
| Q1 2022 | $877,000 | -37.9% | 17,775 | -35.8% | 0.34% | -39.7% |
| Q4 2021 | $1,413,000 | -33.0% | 27,675 | -32.2% | 0.56% | -38.7% |
| Q3 2021 | $2,110,000 | -29.1% | 40,825 | -28.9% | 0.91% | -28.7% |
| Q2 2021 | $2,975,000 | -24.1% | 57,393 | -24.2% | 1.27% | -33.5% |
| Q1 2021 | $3,921,000 | -11.6% | 75,716 | -10.9% | 1.91% | -22.4% |
| Q4 2020 | $4,437,000 | – | 84,966 | – | 2.47% | – |
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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% |