ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 223 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,652 | +47.8% | 55 | +48.6% | 0.00% | – |
| Q1 2023 | $1,794 | -89.4% | 37 | -88.4% | 0.00% | – |
| Q1 2021 | $17,000 | 0.0% | 320 | 0.0% | 0.00% | – |
| Q4 2020 | $17,000 | -61.4% | 320 | -62.4% | 0.00% | – |
| Q3 2020 | $44,000 | -54.6% | 850 | -54.2% | 0.00% | – |
| Q2 2020 | $97,000 | 0.0% | 1,854 | -4.3% | 0.00% | – |
| Q1 2020 | $97,000 | -2.0% | 1,937 | 0.0% | 0.00% | – |
| Q4 2019 | $99,000 | -25.6% | 1,937 | -25.4% | 0.00% | – |
| Q3 2019 | $133,000 | -6.3% | 2,598 | -7.0% | 0.00% | – |
| Q2 2019 | $142,000 | +61.4% | 2,793 | +59.5% | 0.00% | – |
| Q1 2019 | $88,000 | +1.1% | 1,751 | +0.2% | 0.00% | – |
| Q4 2018 | $87,000 | +85.1% | 1,748 | +85.2% | 0.00% | – |
| Q3 2018 | $47,000 | 0.0% | 944 | +0.3% | 0.00% | – |
| Q2 2018 | $47,000 | +20.5% | 941 | +21.0% | 0.00% | – |
| Q1 2018 | $39,000 | -15.2% | 778 | -15.5% | 0.00% | – |
| Q4 2017 | $46,000 | +130.0% | 921 | +132.0% | 0.00% | – |
| Q3 2017 | $20,000 | 0.0% | 397 | +0.5% | 0.00% | – |
| Q2 2017 | $20,000 | +11.1% | 395 | +11.3% | 0.00% | – |
| Q3 2016 | $18,000 | +260.0% | 355 | +255.0% | 0.00% | – |
| Q1 2016 | $5,000 | – | 100 | – | 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% |