ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 233 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,457 | +6.1% | 155,365 | +6.6% | 0.04% | +5.1% |
| Q2 2023 | $7,028 | -7.1% | 145,769 | -6.6% | 0.04% | -26.4% |
| Q1 2023 | $7,564 | -26.3% | 156,028 | -27.3% | 0.05% | -20.9% |
| Q4 2022 | $10,267 | -99.9% | 214,524 | +25.9% | 0.07% | +9.8% |
| Q3 2022 | $8,076,000 | +72.5% | 170,382 | +76.3% | 0.06% | +69.4% |
| Q2 2022 | $4,683,000 | +31.9% | 96,629 | +34.3% | 0.04% | +44.0% |
| Q1 2022 | $3,550,000 | -2.0% | 71,925 | +1.3% | 0.02% | -3.8% |
| Q4 2021 | $3,623,000 | -8.5% | 70,975 | -7.4% | 0.03% | -18.8% |
| Q3 2021 | $3,961,000 | +3.2% | 76,647 | +3.5% | 0.03% | 0.0% |
| Q2 2021 | $3,838,000 | +25.8% | 74,041 | +25.7% | 0.03% | +10.3% |
| Q1 2021 | $3,050,000 | +20.3% | 58,900 | +21.4% | 0.03% | +7.4% |
| Q4 2020 | $2,535,000 | +20.4% | 48,537 | +20.1% | 0.03% | +3.8% |
| Q3 2020 | $2,106,000 | +40.1% | 40,405 | +40.1% | 0.03% | +30.0% |
| Q2 2020 | $1,503,000 | +21.8% | 28,839 | +17.2% | 0.02% | -4.8% |
| Q1 2020 | $1,234,000 | +39.0% | 24,605 | +41.5% | 0.02% | +61.5% |
| Q4 2019 | $888,000 | +10.9% | 17,393 | +11.1% | 0.01% | 0.0% |
| Q3 2019 | $801,000 | +11.1% | 15,655 | +10.7% | 0.01% | +30.0% |
| Q2 2019 | $721,000 | -4.4% | 14,144 | -5.4% | 0.01% | -16.7% |
| Q1 2019 | $754,000 | +32.3% | 14,947 | +29.8% | 0.01% | +20.0% |
| Q4 2018 | $570,000 | +4.2% | 11,514 | +4.6% | 0.01% | +11.1% |
| Q3 2018 | $547,000 | +6.0% | 11,011 | +6.0% | 0.01% | -18.2% |
| Q2 2018 | $516,000 | -11.0% | 10,391 | -10.9% | 0.01% | -8.3% |
| Q1 2018 | $580,000 | +5.1% | 11,663 | +6.2% | 0.01% | +9.1% |
| Q4 2017 | $552,000 | +12.2% | 10,987 | +12.9% | 0.01% | +10.0% |
| Q3 2017 | $492,000 | +26.5% | 9,729 | +26.3% | 0.01% | +42.9% |
| Q2 2017 | $389,000 | – | 7,704 | – | 0.01% | – |
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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% |