ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 226 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,815 | -77.0% | 267 | -76.9% | 0.00% | – |
| Q2 2023 | $55,768 | +1697.8% | 1,157 | +1707.8% | 0.00% | – |
| Q1 2023 | $3,102 | +3131.2% | 64 | +3100.0% | 0.00% | – |
| Q4 2022 | $96 | -99.8% | 2 | -99.8% | 0.00% | – |
| Q3 2022 | $41,000 | +36.7% | 857 | +40.3% | 0.00% | – |
| Q2 2022 | $30,000 | – | 611 | +30450.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 2 | -99.7% | 0.00% | – |
| Q4 2021 | $40,000 | +135.3% | 792 | +142.9% | 0.00% | – |
| Q3 2021 | $17,000 | +88.9% | 326 | +91.8% | 0.00% | – |
| Q2 2021 | $9,000 | -47.1% | 170 | -48.8% | 0.00% | – |
| Q1 2021 | $17,000 | -29.2% | 332 | -28.9% | 0.00% | – |
| Q4 2020 | $24,000 | -20.0% | 467 | -18.2% | 0.00% | – |
| Q3 2020 | $30,000 | -55.2% | 571 | -55.9% | 0.00% | – |
| Q2 2020 | $67,000 | +1240.0% | 1,296 | +1170.6% | 0.00% | – |
| Q1 2020 | $5,000 | -54.5% | 102 | -52.6% | 0.00% | – |
| Q4 2019 | $11,000 | +57.1% | 215 | +62.9% | 0.00% | – |
| Q3 2019 | $7,000 | -56.2% | 132 | -57.8% | 0.00% | – |
| Q2 2019 | $16,000 | – | 313 | +31200.0% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 1 | -99.9% | 0.00% | – |
| Q4 2018 | $36,000 | – | 736 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pensionmark Financial Group, LLC | 679,268 | $33,529,000 | 6.96% |
| Probity Advisors, Inc. | 571,859 | $28,227,000 | 5.82% |
| Destiny Wealth Partners, LLC | 456,601 | $22,538,000 | 4.39% |
| Mandatum Life Insurance Co Ltd | 423,075 | $20,883,000 | 3.86% |
| Buffington Mohr McNeal | 343,968 | $16,978,000 | 3.21% |
| DAGCO, INC. | 142,019 | $6,933,000 | 3.14% |
| GDS Wealth Management | 259,910 | $12,741,000 | 2.80% |
| CAMDEN NATIONAL BANK | 305,071 | $15,058,000 | 2.73% |
| Wolff Financial Management LLC | 138,938 | $6,858,000 | 2.72% |
| Curi Wealth Management, LLC | 306,539 | $15,130,000 | 2.62% |