Endowment Wealth Management, Inc. - ISHARES TR ownership

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
Endowment Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$473,000
+8.5%
9,977
+11.0%
0.57%
+9.3%
Q2 2022$436,000
+44.4%
8,988
+46.8%
0.52%
+65.6%
Q1 2022$302,000
+28.0%
6,122
+32.4%
0.32%
+32.6%
Q4 2021$236,0004,6240.24%
Other shareholders
ISHARES TR shareholders Q4 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