ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 223 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $145,473 | -5.4% | 3,031 | -5.0% | 0.08% | -5.8% |
| Q2 2023 | $153,790 | -0.6% | 3,190 | 0.0% | 0.09% | -7.5% |
| Q1 2023 | $154,651 | -2.1% | 3,190 | -3.2% | 0.09% | -9.7% |
| Q4 2022 | $158,000 | +690.0% | 3,295 | +697.8% | 0.10% | +586.7% |
| Q3 2022 | $20,000 | -76.2% | 413 | -75.7% | 0.02% | -76.9% |
| Q1 2022 | $84,000 | – | 1,701 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Seven Springs Wealth Group, LLC | 419,449 | $21,862,000 | 13.93% |
| Mandatum Life Insurance Co Ltd | 861,348 | $44,893,000 | 10.78% |
| Demars Financial Group, LLC | 224,044 | $11,677,000 | 9.69% |
| Probity Advisors, Inc. | 312,018 | $16,262,000 | 5.04% |
| Pensionmark Financial Group, LLC | 250,664 | $13,090,000 | 4.58% |
| Asset Planning Services, Ltd. | 184,209 | $9,601,000 | 4.15% |
| Wolff Financial Management LLC | 117,152 | $6,106,000 | 3.88% |
| Argent Wealth Management LLC | 423,588 | $22,094,000 | 3.67% |
| Walkner Condon Financial Advisors LLC | 66,656 | $3,474,000 | 3.06% |
| Mattern Wealth Management LLC | 79,215 | $4,129,000 | 2.01% |