RIDGECREST WEALTH PARTNERS, LLC - ISHARES TR ownership

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
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 Q1 2022
NameSharesValueWeighting ↓
Pensionmark Financial Group, LLC 679,268$33,529,0006.96%
Probity Advisors, Inc. 571,859$28,227,0005.82%
Destiny Wealth Partners, LLC 456,601$22,538,0004.39%
Mandatum Life Insurance Co Ltd 423,075$20,883,0003.86%
Buffington Mohr McNeal 343,968$16,978,0003.21%
DAGCO, INC. 142,019$6,933,0003.14%
GDS Wealth Management 259,910$12,741,0002.80%
CAMDEN NATIONAL BANK 305,071$15,058,0002.73%
Wolff Financial Management LLC 138,938$6,858,0002.72%
Curi Wealth Management, LLC 306,539$15,130,0002.62%
View complete list of ISHARES TR shareholders