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 | $1,637,158 | -29.5% | 34,111 | -29.2% | 1.11% | -22.3% |
Q2 2023 | $2,321,745 | +13.1% | 48,159 | +13.7% | 1.43% | +6.9% |
Q1 2023 | $2,053,419 | +57.4% | 42,356 | +55.4% | 1.34% | +49.2% |
Q4 2022 | $1,304,376 | +8.2% | 27,254 | +7.9% | 0.90% | +12.7% |
Q3 2022 | $1,206,000 | +35.7% | 25,252 | +37.6% | 0.80% | +32.2% |
Q2 2022 | $889,000 | -12.6% | 18,350 | -11.0% | 0.60% | -3.5% |
Q1 2022 | $1,017,000 | +0.8% | 20,610 | +4.3% | 0.62% | +3.1% |
Q4 2021 | $1,009,000 | – | 19,762 | – | 0.61% | – |
Download |
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% |