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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,429 | -7.3% | 5,447 | -6.9% | 0.14% | -3.5% |
| Q2 2023 | $282,029 | +0.9% | 5,850 | +1.4% | 0.14% | -2.7% |
| Q1 2023 | $279,584 | -10.4% | 5,767 | -11.6% | 0.15% | -16.6% |
| Q4 2022 | $312,095 | +2.7% | 6,521 | +2.3% | 0.18% | +4.2% |
| Q3 2022 | $304,000 | -91.3% | 6,375 | -91.0% | 0.17% | -88.5% |
| Q1 2022 | $3,502,000 | -2.3% | 70,946 | +1.1% | 1.47% | +0.4% |
| Q4 2021 | $3,583,000 | – | 70,180 | – | 1.46% | – |
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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% |