ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 234 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $13,671 | -36.6% | 282 | -37.3% | 0.00% | -42.9% |
| Q4 2022 | $21,551 | +1.2% | 450 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $21,285 | -2.2% | 450 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $21,759 | +747.6% | 449 | +763.5% | 0.01% | +600.0% |
| Q1 2022 | $2,567 | -3.4% | 52 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,656 | +66.7% | 52 | +67.7% | 0.00% | 0.0% |
| Q3 2021 | $1,593 | -34.6% | 31 | -34.0% | 0.00% | 0.0% |
| Q2 2021 | $2,436 | +0.1% | 47 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,434 | -6.8% | 47 | -6.0% | 0.00% | -50.0% |
| Q4 2020 | $2,611 | – | 50 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pensionmark Financial Group, LLC | 679,268 | $33,529,000 | 6.96% |
| Probity Advisors, Inc. | 571,859 | $28,227,000 | 5.82% |
| Destiny Wealth Partners, LLC | 456,601 | $22,538,000 | 4.39% |
| Mandatum Life Insurance Co Ltd | 423,075 | $20,883,000 | 3.86% |
| Buffington Mohr McNeal | 343,968 | $16,978,000 | 3.21% |
| DAGCO, INC. | 142,019 | $6,933,000 | 3.14% |
| GDS Wealth Management | 259,910 | $12,741,000 | 2.80% |
| CAMDEN NATIONAL BANK | 305,071 | $15,058,000 | 2.73% |
| Wolff Financial Management LLC | 138,938 | $6,858,000 | 2.72% |
| Curi Wealth Management, LLC | 306,539 | $15,130,000 | 2.62% |