ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 209 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,720 | +11.0% | 202,525 | +11.5% | 0.02% | +15.0% |
| Q2 2023 | $8,755 | -10.2% | 181,600 | -9.9% | 0.02% | -16.7% |
| Q1 2023 | $9,753 | +9.2% | 201,461 | +7.9% | 0.02% | +4.3% |
| Q4 2022 | $8,935 | -99.9% | 186,637 | -6.8% | 0.02% | -11.5% |
| Q3 2022 | $9,505,000 | +462.1% | 200,295 | +473.8% | 0.03% | +420.0% |
| Q2 2022 | $1,691,000 | +53.3% | 34,905 | +57.6% | 0.01% | +150.0% |
| Q1 2022 | $1,103,000 | +6.4% | 22,145 | +10.7% | 0.00% | 0.0% |
| Q4 2021 | $1,037,000 | +10.3% | 19,999 | +9.9% | 0.00% | 0.0% |
| Q3 2021 | $940,000 | -9.4% | 18,192 | -9.0% | 0.00% | 0.0% |
| Q2 2021 | $1,037,000 | +85.5% | 19,999 | +85.2% | 0.00% | +100.0% |
| Q1 2021 | $559,000 | -65.0% | 10,798 | -64.6% | 0.00% | -75.0% |
| Q4 2020 | $1,595,000 | -85.0% | 30,537 | -85.0% | 0.00% | -85.7% |
| Q3 2020 | $10,644,000 | +124.8% | 204,215 | +116.3% | 0.03% | +100.0% |
| Q2 2020 | $4,735,000 | 0.0% | 94,431 | 0.0% | 0.01% | -17.6% |
| Q1 2020 | $4,735,000 | +118.5% | 94,431 | +122.5% | 0.02% | +183.3% |
| Q4 2019 | $2,167,000 | – | 42,449 | – | 0.01% | – |
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% |