ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 229 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,694 | +0.1% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $3,692 | +0.1% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $3,690 | +2.5% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $3,600 | -0.4% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,616 | -0.6% | 75 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $3,636 | +1.3% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,590 | – | 75 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pensionmark Financial Group, LLC | 296,705 | $14,696,000 | 6.59% |
| Epstein & White Financial LLC | 182,479 | $9,031,000 | 5.64% |
| Mandatum Life Insurance Co Ltd | 422,489 | $20,926,000 | 4.98% |
| Leicht Financial Planning & Wealth Management, Inc. | 73,044 | $3,612,000 | 4.77% |
| Probity Advisors, Inc. | 221,613 | $10,976,000 | 4.07% |
| Asset Planning Services, Ltd. | 134,685 | $6,671,000 | 3.38% |
| Summit X, LLC | 102,841 | $5,078,000 | 2.93% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 64,937 | $3,216,000 | 2.33% |
| Fiduciary Trust Co International of Pennsylvania | 686,433 | $45,171,000 | 2.24% |
| KCS Wealth Advisory | 40,730 | $2,017,000 | 2.13% |