ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 233 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,436,829 | -26.4% | 29,946 | -25.6% | 0.07% | -26.5% |
| Q1 2023 | $1,951,672 | +3.3% | 40,249 | +2.0% | 0.10% | +11.4% |
| Q4 2022 | $1,889,231 | +7.2% | 39,474 | +6.2% | 0.09% | -16.2% |
| Q3 2022 | $1,762,000 | -5.2% | 37,171 | -3.1% | 0.10% | -1.9% |
| Q2 2022 | $1,858,000 | +52.3% | 38,347 | +55.1% | 0.11% | +137.8% |
| Q1 2022 | $1,220,000 | +23.7% | 24,724 | +28.0% | 0.04% | +25.0% |
| Q4 2021 | $986,000 | – | 19,319 | – | 0.04% | – |
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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% |