ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 229 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,056,129 | -5.3% | 42,005 | -6.3% | 0.02% | -4.5% |
| Q2 2023 | $2,170,587 | -9.0% | 44,822 | -8.4% | 0.02% | -12.0% |
| Q1 2023 | $2,384,680 | -36.4% | 48,926 | -37.3% | 0.02% | -39.0% |
| Q4 2022 | $3,748,029 | -32.7% | 77,992 | -33.3% | 0.04% | -34.9% |
| Q3 2022 | $5,572,523 | -7.9% | 116,908 | -6.0% | 0.06% | -7.4% |
| Q2 2022 | $6,050,790 | -1.3% | 124,312 | -0.0% | 0.07% | +13.3% |
| Q1 2022 | $6,128,350 | +16.2% | 124,345 | +19.8% | 0.06% | +17.6% |
| Q4 2021 | $5,274,219 | – | 103,751 | – | 0.05% | – |
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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% |