ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 226 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,929,789 | +105.1% | 248,563 | +106.0% | 3.90% | +145.1% |
Q2 2023 | $5,816,585 | -11.0% | 120,651 | -10.5% | 1.59% | -30.8% |
Q1 2023 | $6,538,255 | +478.3% | 134,865 | +470.9% | 2.30% | +386.7% |
Q4 2022 | $1,130,645 | +184.1% | 23,624 | +187.8% | 0.47% | +152.4% |
Q2 2022 | $398,000 | – | 8,209 | – | 0.19% | – |
Download |
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% |