RIDGECREST WEALTH PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 226 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
RIDGECREST WEALTH PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$569,000
+11.8%
11,139
+13.1%
0.28%0.0%
Q3 2021$509,000
+1.8%
9,847
+2.1%
0.28%
-11.2%
Q2 2021$500,000
+62.3%
9,647
+62.2%
0.31%
+6.1%
Q1 2021$308,0005,9470.29%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 2,170,462$104,171,33411.59%
Pensionmark Financial Group, LLC 752,903$36,135,5957.16%
Probity Advisors, Inc. 594,531$28,534,5246.58%
Wiser Wealth Management, Inc 292,044$14,016,6455.70%
INTEGRAL INVESTMENT ADVISORS, INC. 132,897$6,378,4024.46%
GREENUP STREET WEALTH MANAGEMENT LLC 248,563$11,929,7893.90%
River Wealth Advisors LLC 354,876$17,032,2603.05%
Global Wealth Management Investment Advisory, Inc. 223,687$10,735,8573.01%
Coombe, Bender & Co LLC 75,947$3,645,0772.74%
DecisionPoint Financial, LLC 103,399$4,962,6362.60%
View complete list of ISHARES TR shareholders