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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,580,676 | +3.0% | 95,440 | +3.4% | 0.06% | +4.9% |
Q2 2023 | $4,448,421 | +396.8% | 92,272 | +399.6% | 0.06% | +369.2% |
Q1 2023 | $895,326 | -19.7% | 18,468 | -20.8% | 0.01% | -27.8% |
Q4 2022 | $1,115,644 | -30.4% | 23,311 | -31.0% | 0.02% | -35.7% |
Q3 2022 | $1,602,322 | +28.5% | 33,795 | +31.3% | 0.03% | +21.7% |
Q2 2022 | $1,247,000 | +24.2% | 25,742 | +26.5% | 0.02% | +35.3% |
Q1 2022 | $1,004,000 | – | 20,348 | – | 0.02% | – |
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% |