ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 230 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,474 | -0.8% | 6,073 | -0.3% | 0.05% | -4.2% |
| Q2 2023 | $293,744 | -5.9% | 6,093 | -5.3% | 0.05% | -12.7% |
| Q1 2023 | $312,017 | -96.5% | 6,436 | -96.6% | 0.06% | -96.8% |
| Q4 2022 | $8,947,044 | -25.1% | 186,942 | -25.8% | 1.71% | -35.7% |
| Q3 2022 | $11,943,000 | +0.2% | 251,955 | +2.4% | 2.66% | -0.5% |
| Q2 2022 | $11,920,000 | -6.4% | 245,966 | -5.4% | 2.67% | -4.7% |
| Q1 2022 | $12,741,000 | +2.6% | 259,910 | +6.8% | 2.80% | +1.0% |
| Q4 2021 | $12,419,000 | – | 243,262 | – | 2.78% | – |
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% |